-29.8%
NOW vs TE
+145.5%
-175.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -2.3% |
| 7D | -4.1% | +15.0% | -19.1% | -4.2% |
| 30D | +2.9% | -7.5% | +10.4% | +2.8% |
| 3M | +22.6% | -42.0% | +64.5% | +23.2% |
| 6M | +7.5% | -31.4% | +39.0% | +6.7% |
| YTD | -14.4% | -26.5% | +12.1% | -15.4% |
| 1Y | -29.8% | +153.1% | -182.9% | -33.9% |
| All | -29.8% | +145.5% | -175.3% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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