-27.2%
NOW vs WCC
+146.1%
-173.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -1.7% | +14.2% | -15.9% | -4.6% |
| 30D | -27.4% | -9.8% | -17.5% | -26.3% |
| 3M | -19.4% | -10.1% | -9.3% | -18.7% |
| 6M | +13.1% | -9.4% | +22.5% | +12.1% |
| YTD | -34.3% | +34.4% | -68.7% | -44.3% |
| 1Y | -41.8% | +23.3% | -65.0% | -49.2% |
| 3Y | -20.7% | +137.9% | -158.6% | -50.7% |
| 5Y | -27.2% | +144.0% | -171.2% | -58.8% |
| All | -27.2% | +146.1% | -173.3% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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