-40.6%
NOW vs TLT
-4.6%
-36.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | -26.0% | +6.2% | -32.2% | -27.8% |
| 3M | -13.1% | +0.1% | -13.2% | -13.8% |
| 6M | +14.5% | -3.0% | +17.5% | +14.0% |
| YTD | -33.4% | -2.7% | -30.7% | -32.9% |
| 1Y | -40.6% | -4.8% | -35.8% | -41.0% |
| All | -40.6% | -4.6% | -36.0% | -41.0% |
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