+3,403.5%
NOW vs WBD
-17.8%
+3,421.4%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | +0.1% |
| 7D | -6.2% | +1.0% | -7.2% | -6.4% |
| 30D | -5.7% | +26.7% | -32.5% | -10.3% |
| 3M | -1.4% | +91.1% | -92.5% | -15.0% |
| 6M | -12.3% | +164.8% | -177.2% | -29.7% |
| YTD | -18.7% | +114.5% | -133.2% | -32.3% |
| 1Y | -15.1% | +141.9% | -157.1% | -31.3% |
| 3Y | +137.3% | +120.7% | +16.6% | +85.0% |
| 5Y | +61.0% | +8.3% | +52.7% | +25.4% |
| 10Y | +911.1% | -21.9% | +933.0% | +720.0% |
| All | +3,403.5% | -17.8% | +3,421.4% | +2,668.9% |
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