+790.9%
NOW vs WBD
+10.9%
+780.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -4.1% | -1.7% | -2.4% | -3.8% |
| 30D | +2.9% | +3.9% | -1.0% | +2.2% |
| 3M | +22.6% | +5.1% | +17.5% | +21.4% |
| 6M | +7.5% | +0.6% | +7.0% | +7.4% |
| YTD | -14.4% | -3.2% | -11.3% | -14.0% |
| 1Y | -29.8% | +127.7% | -157.4% | -39.7% |
| 3Y | +9.2% | +146.6% | -137.3% | -11.0% |
| 5Y | +0.8% | +4.2% | -3.4% | -9.6% |
| 10Y | +790.9% | +13.7% | +777.2% | +629.2% |
| All | +790.9% | +10.9% | +780.0% | +629.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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