-40.6%
NOW vs WAB
+39.3%
-80.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | +0.8% |
| 7D | -3.0% | +1.4% | -4.4% | -1.9% |
| 30D | -26.0% | +0.4% | -26.4% | -25.4% |
| 3M | -13.1% | -3.8% | -9.3% | -14.9% |
| 6M | +14.5% | +5.1% | +9.4% | +22.0% |
| YTD | -33.4% | +33.3% | -66.8% | -27.3% |
| 1Y | -40.6% | +39.8% | -80.5% | -37.0% |
| All | -40.6% | +39.3% | -80.0% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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