+504.6%
NOW vs W
+268.4%
+236.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | -0.2% |
| 7D | -3.1% | +3.3% | -6.4% | -3.9% |
| 30D | -27.0% | +10.5% | -37.6% | -29.0% |
| 3M | -17.7% | +9.6% | -27.3% | -19.9% |
| 6M | +12.7% | +76.4% | -63.7% | -2.7% |
| YTD | -32.9% | +16.4% | -49.3% | -37.7% |
| 1Y | -40.4% | +9.3% | -49.7% | -44.1% |
| 3Y | -17.1% | +172.8% | -189.9% | -42.7% |
| 5Y | -25.7% | -53.4% | +27.7% | -35.3% |
| 10Y | +504.6% | +243.6% | +261.0% | +232.4% |
| All | +504.6% | +268.4% | +236.2% | +232.4% |
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