+2,771.1%
NOW vs WAB
+681.9%
+2,089.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.2% |
| 7D | -2.4% | -3.2% | +0.8% | -1.2% |
| 30D | +20.5% | -4.4% | +24.9% | +22.3% |
| 3M | +18.3% | +7.9% | +10.5% | +13.2% |
| 6M | +24.1% | +8.7% | +15.4% | +16.6% |
| YTD | -7.8% | +33.0% | -40.8% | -20.8% |
| 1Y | -21.4% | +46.7% | -68.0% | -35.5% |
| 3Y | +19.5% | +153.0% | -133.5% | -22.3% |
| 5Y | +4.1% | +222.3% | -218.2% | -38.6% |
| 10Y | +826.4% | +291.0% | +535.4% | +331.1% |
| All | +2,771.1% | +681.9% | +2,089.3% | +707.9% |
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