+2.6%
NOW vs WBD
+0.6%
+2.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.5% | -4.5% | -4.9% |
| 7D | -6.1% | -0.7% | -5.4% | -5.9% |
| 30D | +7.5% | +5.0% | +2.5% | +6.4% |
| 3M | +17.5% | +6.2% | +11.3% | +15.9% |
| 6M | +7.9% | +0.6% | +7.3% | +7.8% |
| YTD | -12.4% | -2.4% | -10.0% | -12.0% |
| 1Y | -28.6% | +127.7% | -156.3% | -40.7% |
| 3Y | +11.8% | +148.4% | -136.6% | -13.2% |
| 5Y | +2.6% | +4.2% | -1.6% | -6.4% |
| All | +2.6% | +0.6% | +2.1% | -6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling