-40.3%
NOW vs TFC
+15.8%
-56.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | -5.6% | -1.2% | -4.4% | -5.8% |
| 30D | -26.8% | +7.8% | -34.5% | -25.9% |
| 3M | -19.4% | -3.0% | -16.5% | -19.6% |
| 6M | +12.3% | +5.8% | +6.5% | +13.8% |
| YTD | -32.9% | +5.3% | -38.2% | -33.8% |
| 1Y | -40.3% | +15.7% | -56.0% | -43.7% |
| All | -40.3% | +15.8% | -56.1% | -43.7% |
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