+506.3%
NOW vs TPR
+386.9%
+119.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.7% | -3.0% |
| 7D | -8.7% | +12.1% | -20.8% | -11.2% |
| 30D | -29.3% | +16.7% | -46.0% | -32.2% |
| 3M | -21.8% | -17.4% | -4.5% | -19.3% |
| 6M | +9.2% | +2.3% | +7.0% | +6.8% |
| YTD | -35.0% | +7.1% | -42.1% | -38.3% |
| 1Y | -42.5% | +29.5% | -72.0% | -48.2% |
| 3Y | -21.5% | +415.0% | -436.6% | -52.0% |
| 5Y | -25.8% | +261.5% | -287.2% | -51.4% |
| 10Y | +506.3% | +383.3% | +123.0% | +250.9% |
| All | +506.3% | +386.9% | +119.5% | +250.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 10y: compounded portfolio wealth divided by compounded TPR 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…
10y analysis · Full analysis span regression · 6 months rolling