+553.8%
NOW vs SW
+189.7%
+364.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.1% | -4.4% | -0.7% |
| 7D | -27.5% | +12.1% | -39.6% | -28.5% |
| 30D | -20.0% | +6.6% | -26.6% | -20.7% |
| 3M | -7.9% | -6.0% | -1.9% | -7.5% |
| 6M | +18.3% | +21.5% | -3.2% | +15.4% |
| YTD | -29.0% | +20.3% | -49.3% | -31.0% |
| 1Y | -38.7% | +28.1% | -66.9% | -40.9% |
| 3Y | -10.3% | +51.6% | -61.9% | -15.4% |
| 5Y | -22.5% | -0.1% | -22.3% | -26.0% |
| 10Y | +553.8% | +189.7% | +364.1% | +513.1% |
| All | +553.8% | +189.7% | +364.1% | +513.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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