+2,771.1%
NOW vs T
+156.2%
+2,614.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.0% | -2.5% |
| 7D | -2.4% | -1.3% | -1.1% | -2.0% |
| 30D | +20.5% | +11.4% | +9.1% | +17.2% |
| 3M | +18.3% | +14.3% | +4.1% | +14.2% |
| 6M | +24.1% | -9.3% | +33.3% | +26.7% |
| YTD | -7.8% | +7.1% | -14.9% | -10.5% |
| 1Y | -21.4% | -9.1% | -12.3% | -20.1% |
| 3Y | +19.5% | +105.3% | -85.8% | -9.0% |
| 5Y | +4.1% | +66.8% | -62.7% | -15.9% |
| 10Y | +826.4% | +66.8% | +759.6% | +626.1% |
| All | +2,771.1% | +156.2% | +2,614.9% | +1,784.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling