+2,771.1%
NOW vs STX
+6,449.5%
-3,678.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.3% | -9.3% | -4.4% |
| 7D | -2.4% | +2.4% | -4.7% | -3.0% |
| 30D | +20.5% | +1.4% | +19.1% | +19.0% |
| 3M | +18.3% | -8.2% | +26.6% | +16.1% |
| 6M | +24.1% | +127.0% | -103.0% | -7.2% |
| YTD | -7.8% | +209.1% | -216.9% | -39.0% |
| 1Y | -21.4% | +365.4% | -386.8% | -55.7% |
| 3Y | +19.5% | +1,135.4% | -1,115.9% | -53.0% |
| 5Y | +4.1% | +991.5% | -987.4% | -58.1% |
| 10Y | +826.4% | +3,695.8% | -2,869.4% | +148.4% |
| All | +2,771.1% | +6,449.5% | -3,678.3% | +685.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded STX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling