+499.2%
NOW vs W
+238.4%
+260.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.1% | -0.1% |
| 7D | -3.0% | -3.6% | +0.6% | -2.4% |
| 30D | -26.0% | +7.0% | -33.0% | -27.5% |
| 3M | -13.1% | +7.4% | -20.5% | -15.1% |
| 6M | +14.5% | +69.3% | -54.8% | -0.3% |
| YTD | -33.4% | +11.3% | -44.7% | -37.6% |
| 1Y | -40.6% | +13.2% | -53.8% | -44.8% |
| 3Y | -16.3% | +142.0% | -158.3% | -40.6% |
| 5Y | -26.3% | -54.6% | +28.3% | -35.5% |
| All | +499.2% | +238.4% | +260.8% | +238.9% |
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