+514.0%
NOW vs T
+60.4%
+453.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.3% | +2.5% | -2.3% | -0.3% |
| 30D | -27.0% | -3.8% | -23.2% | -26.5% |
| 3M | -19.6% | -8.7% | -10.9% | -18.3% |
| 6M | +17.5% | -8.1% | +25.6% | +19.1% |
| YTD | -33.3% | -6.4% | -26.8% | -33.2% |
| 1Y | -39.8% | -9.8% | -30.1% | -39.3% |
| 3Y | -19.9% | +65.5% | -85.4% | -34.2% |
| 5Y | -26.1% | +57.0% | -83.0% | -39.1% |
| All | +514.0% | +60.4% | +453.6% | +399.1% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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