+2,627.8%
NOW vs VRSK
+281.8%
+2,346.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -5.5% | +0.6% | -1.1% |
| 7D | -6.1% | -9.7% | +3.6% | +1.0% |
| 30D | +7.5% | -8.5% | +16.0% | +14.4% |
| 3M | +17.5% | -1.7% | +19.2% | +19.2% |
| 6M | +7.9% | -17.9% | +25.8% | +24.0% |
| YTD | -12.4% | -21.1% | +8.7% | +2.9% |
| 1Y | -28.6% | -35.1% | +6.6% | -5.1% |
| 3Y | +11.8% | -26.7% | +38.5% | +30.3% |
| 5Y | +2.6% | -12.0% | +14.7% | +4.6% |
| 10Y | +790.0% | +122.9% | +667.1% | +400.6% |
| All | +2,627.8% | +281.8% | +2,346.0% | +1,178.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 all: compounded portfolio wealth divided by compounded VRSK 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…
all analysis · Full analysis span regression · 6 months rolling