+1,980.5%
NOW vs T
+120.1%
+1,860.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | 0.0% | -5.9% | -5.9% |
| 7D | -6.7% | +4.3% | -11.0% | -7.7% |
| 30D | -25.8% | -9.7% | -16.1% | -24.2% |
| 3M | -12.7% | -4.3% | -8.4% | -12.1% |
| 6M | +11.2% | -13.7% | +24.9% | +14.8% |
| YTD | -33.2% | -8.0% | -25.2% | -32.9% |
| 1Y | -41.8% | -6.9% | -34.9% | -41.8% |
| 3Y | -15.7% | +59.7% | -75.4% | -30.9% |
| 5Y | -26.0% | +53.4% | -79.5% | -39.7% |
| 10Y | +515.1% | +58.2% | +456.8% | +378.6% |
| All | +1,980.5% | +120.1% | +1,860.3% | +1,313.8% |
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