+514.0%
NOW vs STZ
+13.4%
+500.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.4% |
| 7D | +0.3% | +2.6% | -2.3% | -0.5% |
| 30D | -27.0% | +15.2% | -42.1% | -30.1% |
| 3M | -19.6% | +7.6% | -27.3% | -21.6% |
| 6M | +17.5% | +5.3% | +12.2% | +15.0% |
| YTD | -33.3% | +8.6% | -41.9% | -36.7% |
| 1Y | -39.8% | +15.6% | -55.4% | -44.2% |
| 3Y | -19.9% | -35.2% | +15.2% | -11.2% |
| 5Y | -26.1% | -29.1% | +3.0% | -20.9% |
| All | +514.0% | +13.4% | +500.6% | +411.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 10y: compounded portfolio wealth divided by compounded STZ 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…
10y analysis · Full analysis span regression · 6 months rolling