+790.9%
NOW vs TRI
+190.6%
+600.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.5% | -1.0% |
| 7D | -4.1% | -8.4% | +4.3% | +2.2% |
| 30D | +2.9% | -6.5% | +9.3% | +8.1% |
| 3M | +22.6% | +18.6% | +4.0% | +7.5% |
| 6M | +7.5% | -10.4% | +18.0% | +14.9% |
| YTD | -14.4% | -23.7% | +9.3% | +1.8% |
| 1Y | -29.8% | -42.5% | +12.7% | +2.1% |
| 3Y | +9.2% | -19.3% | +28.5% | +16.5% |
| 5Y | +0.8% | -9.7% | +10.5% | -2.1% |
| 10Y | +790.9% | +194.4% | +596.5% | +337.5% |
| All | +790.9% | +190.6% | +600.4% | +337.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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