+44.4%
NOW vs WBD
+96.0%
-51.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -3.5% | +6.7% | -10.2% | -4.3% |
| 30D | -3.6% | +19.3% | -22.9% | -6.0% |
| 3M | -2.8% | +78.9% | -81.7% | -11.0% |
| 6M | -10.1% | +171.9% | -182.0% | -22.6% |
| YTD | -17.0% | +115.3% | -132.4% | -27.9% |
| 1Y | -9.4% | +177.2% | -186.6% | -20.4% |
| All | +44.4% | +96.0% | -51.7% | +26.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling