+2,593.7%
NOW vs TRV
+706.0%
+1,887.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.0% | +0.3% |
| 7D | -6.2% | +1.9% | -8.1% | -6.8% |
| 30D | +6.1% | +1.7% | +4.4% | +5.5% |
| 3M | +28.6% | +23.9% | +4.7% | +19.5% |
| 6M | +14.6% | +26.3% | -11.7% | +5.5% |
| YTD | -13.5% | +30.8% | -44.3% | -21.5% |
| 1Y | -29.4% | +36.3% | -65.7% | -37.1% |
| 3Y | +9.4% | +145.0% | -135.7% | -23.1% |
| 5Y | +2.3% | +163.9% | -161.6% | -31.6% |
| 10Y | +800.6% | +305.8% | +494.8% | +350.0% |
| All | +2,593.7% | +706.0% | +1,887.7% | +812.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded TRV 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling