+136.3%
NOW vs TE
-53.0%
+189.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.1% |
| 7D | -2.4% | -4.0% | +1.6% | -2.1% |
| 30D | +20.5% | -15.9% | +36.4% | +21.9% |
| 3M | +18.3% | -60.5% | +78.9% | +25.6% |
| 6M | +24.1% | -35.2% | +59.3% | +23.6% |
| YTD | -7.8% | -31.1% | +23.4% | -9.8% |
| 1Y | -21.4% | +148.6% | -170.0% | -34.9% |
| 3Y | +19.5% | -26.4% | +45.9% | +8.3% |
| 5Y | +4.1% | -48.0% | +52.1% | -3.5% |
| All | +136.3% | -53.0% | +189.3% | +148.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling