-29.0%
NOW vs TDY
+9.8%
-38.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | +0.1% |
| 7D | -9.9% | -1.9% | -8.0% | -10.3% |
| 30D | +2.8% | -12.5% | +15.3% | +0.2% |
| 3M | +23.7% | -0.8% | +24.5% | +22.8% |
| 6M | +12.5% | -9.0% | +21.5% | +10.9% |
| YTD | -14.4% | +16.8% | -31.2% | -19.2% |
| 1Y | -29.0% | +9.5% | -38.4% | -31.9% |
| All | -29.0% | +9.8% | -38.8% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TDY.
Daily Out/Under-Performance
Portfolio return minus TDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDY 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 1y: compounded portfolio wealth divided by compounded TDY 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…
1y analysis · Full analysis span regression · 6 months rolling