-25.1%
NOW vs TRV
+180.6%
-205.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.3% | +2.0% | -1.8% | -0.1% |
| 30D | -27.0% | +6.7% | -33.7% | -27.9% |
| 3M | -19.6% | +9.4% | -29.0% | -21.1% |
| 6M | +17.5% | +37.7% | -20.3% | +10.6% |
| YTD | -33.3% | +40.6% | -73.8% | -37.6% |
| 1Y | -39.8% | +42.4% | -82.3% | -44.0% |
| 3Y | -19.9% | +148.1% | -168.0% | -34.3% |
| All | -25.1% | +180.6% | -205.7% | -41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling