-21.4%
NOW vs TFC
+15.4%
-36.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -2.4% | +2.4% | -4.8% | -2.2% |
| 30D | +20.5% | -1.3% | +21.8% | +20.6% |
| 3M | +18.3% | +6.1% | +12.3% | +18.7% |
| 6M | +24.1% | +7.3% | +16.7% | +24.0% |
| YTD | -7.8% | +8.2% | -16.0% | -9.0% |
| 1Y | -21.4% | +14.4% | -35.8% | -25.6% |
| All | -21.4% | +15.4% | -36.8% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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