-40.5%
NOW vs TLT
-5.8%
-34.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.1% | +3.1% |
| 7D | -5.6% | -1.0% | -4.5% | -5.3% |
| 30D | -26.8% | +4.1% | -30.9% | -28.1% |
| 3M | -19.4% | -0.4% | -19.1% | -19.9% |
| 6M | +12.3% | -3.2% | +15.5% | +11.8% |
| YTD | -32.9% | -3.5% | -29.4% | -32.2% |
| All | -40.5% | -5.8% | -34.7% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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