+2.6%
NOW vs TRV
+156.0%
-153.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.0% | -4.0% | -4.8% |
| 7D | -6.1% | +0.5% | -6.6% | -6.1% |
| 30D | +7.5% | -4.9% | +12.3% | +8.5% |
| 3M | +17.5% | +23.7% | -6.2% | +13.1% |
| 6M | +7.9% | +20.3% | -12.4% | +4.3% |
| YTD | -12.4% | +27.1% | -39.4% | -16.4% |
| 1Y | -28.6% | +35.3% | -63.9% | -32.9% |
| 3Y | +11.8% | +139.8% | -128.0% | -8.0% |
| 5Y | +2.6% | +153.9% | -151.2% | -19.3% |
| All | +2.6% | +156.0% | -153.4% | -19.3% |
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