+2.6%
NOW vs TRI
-7.1%
+9.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -6.5% | +1.5% | -0.3% |
| 7D | -6.1% | -7.1% | +1.0% | -0.9% |
| 30D | +7.5% | -2.3% | +9.8% | +9.5% |
| 3M | +17.5% | +19.6% | -2.0% | +2.3% |
| 6M | +7.9% | -8.7% | +16.6% | +13.1% |
| YTD | -12.4% | -22.3% | +9.9% | +3.3% |
| 1Y | -28.6% | -40.7% | +12.1% | +3.1% |
| 3Y | +11.8% | -17.8% | +29.6% | +8.4% |
| 5Y | +2.6% | -8.5% | +11.1% | -16.3% |
| All | +2.6% | -7.1% | +9.7% | -16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling