+3,475.7%
NOW vs WBD
-17.5%
+3,493.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | -3.5% | +6.7% | -10.2% | -4.8% |
| 30D | -3.6% | +19.3% | -22.9% | -7.2% |
| 3M | -2.8% | +78.9% | -81.7% | -15.0% |
| 6M | -10.1% | +171.9% | -182.0% | -28.3% |
| YTD | -17.0% | +115.3% | -132.4% | -31.0% |
| 1Y | -9.4% | +177.2% | -186.6% | -28.6% |
| 3Y | +143.2% | +118.2% | +24.9% | +90.0% |
| 5Y | +65.6% | +6.2% | +59.4% | +29.8% |
| 10Y | +948.3% | -22.9% | +971.2% | +755.5% |
| All | +3,475.7% | -17.5% | +3,493.2% | +2,723.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling