+2,771.1%
NOW vs WBD
+2.4%
+2,768.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.9% |
| 7D | -2.4% | -1.8% | -0.6% | -2.0% |
| 30D | +20.5% | +8.8% | +11.7% | +18.5% |
| 3M | +18.3% | +4.6% | +13.7% | +17.1% |
| 6M | +24.1% | +1.1% | +23.0% | +23.8% |
| YTD | -7.8% | -2.0% | -5.8% | -7.5% |
| 1Y | -21.4% | +140.0% | -161.4% | -35.3% |
| 3Y | +19.5% | +144.4% | -124.8% | -6.8% |
| 5Y | +4.1% | -0.2% | +4.3% | -6.3% |
| 10Y | +826.4% | +9.1% | +817.3% | +588.8% |
| All | +2,771.1% | +2.4% | +2,768.7% | +2,065.0% |
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