+506.3%
NOW vs W
+228.8%
+277.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.7% | +0.7% | -2.3% |
| 7D | -8.7% | +1.1% | -9.8% | -9.1% |
| 30D | -29.3% | +6.4% | -35.7% | -30.6% |
| 3M | -21.8% | +9.0% | -30.8% | -23.8% |
| 6M | +9.2% | +69.8% | -60.6% | -5.0% |
| YTD | -35.0% | +12.1% | -47.0% | -39.2% |
| 1Y | -42.5% | 0.0% | -42.5% | -45.1% |
| 3Y | -21.5% | +160.3% | -181.9% | -45.3% |
| 5Y | -25.8% | -53.3% | +27.5% | -35.4% |
| 10Y | +506.3% | +217.0% | +289.4% | +226.2% |
| All | +506.3% | +228.8% | +277.5% | +226.2% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 10y: compounded portfolio wealth divided by compounded W 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…
10y analysis · Full analysis span regression · 6 months rolling