-38.7%
NOW vs TFC
+20.8%
-59.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.0% | -3.3% | +0.2% |
| 7D | -27.5% | +5.1% | -32.6% | -26.8% |
| 30D | -20.0% | +9.8% | -29.8% | -18.9% |
| 3M | -7.9% | -2.4% | -5.5% | -8.0% |
| 6M | +18.3% | +4.9% | +13.4% | +19.4% |
| YTD | -29.0% | +6.6% | -35.5% | -29.9% |
| 1Y | -38.7% | +21.3% | -60.0% | -45.1% |
| All | -38.7% | +20.8% | -59.5% | -45.1% |
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