-40.3%
NOW vs W
+2.1%
-42.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.5% | +3.0% |
| 7D | -5.6% | -7.4% | +1.8% | -4.7% |
| 30D | -26.8% | +7.8% | -34.6% | -27.7% |
| 3M | -19.4% | +10.9% | -30.3% | -20.9% |
| 6M | +12.3% | +86.4% | -74.1% | +3.0% |
| YTD | -32.9% | +14.0% | -46.9% | -36.8% |
| 1Y | -40.3% | +3.5% | -43.8% | -43.3% |
| All | -40.3% | +2.1% | -42.4% | -43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling