+506.3%
NOW vs TRI
+222.0%
+284.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | -8.7% | -1.6% | -7.1% | -8.2% |
| 30D | -29.3% | +5.0% | -34.3% | -33.1% |
| 3M | -21.8% | +4.6% | -26.4% | -25.9% |
| 6M | +9.2% | +18.3% | -9.0% | -6.3% |
| YTD | -35.0% | -14.7% | -20.3% | -30.2% |
| 1Y | -42.5% | -16.7% | -25.8% | -37.4% |
| 3Y | -21.5% | -11.3% | -10.2% | -23.3% |
| 5Y | -25.8% | -0.6% | -25.2% | -34.3% |
| 10Y | +506.3% | +220.2% | +286.1% | +164.8% |
| All | +506.3% | +222.0% | +284.3% | +164.8% |
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