+504.6%
NOW vs STZ
+12.5%
+492.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | +0.1% |
| 7D | -3.1% | +3.4% | -6.5% | -4.1% |
| 30D | -27.0% | +19.6% | -46.6% | -31.0% |
| 3M | -17.7% | +8.0% | -25.7% | -19.8% |
| 6M | +12.7% | -0.3% | +13.0% | +12.1% |
| YTD | -32.9% | +8.6% | -41.5% | -36.4% |
| 1Y | -40.4% | +17.3% | -57.7% | -45.0% |
| 3Y | -17.1% | -34.7% | +17.6% | -8.3% |
| 5Y | -25.7% | -27.6% | +1.9% | -21.1% |
| 10Y | +504.6% | +11.8% | +492.9% | +429.2% |
| All | +504.6% | +12.5% | +492.1% | +429.2% |
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