+1,972.6%
NOW vs WAB
+683.9%
+1,288.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -1.0% |
| 7D | -3.0% | +1.4% | -4.4% | -3.5% |
| 30D | -26.0% | +0.4% | -26.4% | -26.3% |
| 3M | -13.1% | -3.8% | -9.3% | -12.3% |
| 6M | +14.5% | +5.1% | +9.4% | +10.0% |
| YTD | -33.4% | +33.3% | -66.8% | -43.1% |
| 1Y | -40.6% | +39.8% | -80.5% | -50.3% |
| 3Y | -16.3% | +161.1% | -177.4% | -46.4% |
| 5Y | -26.3% | +209.5% | -235.8% | -56.0% |
| 10Y | +512.7% | +293.8% | +218.9% | +183.4% |
| All | +1,972.6% | +683.9% | +1,288.7% | +480.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling