+501.5%
NOW vs WM
+348.7%
+152.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.2% | -7.1% | -6.4% |
| 7D | -6.7% | +4.5% | -11.2% | -8.5% |
| 30D | -25.8% | +16.1% | -41.9% | -31.0% |
| 3M | -12.7% | +8.0% | -20.7% | -16.1% |
| 6M | +11.2% | +8.4% | +2.8% | +6.4% |
| YTD | -33.2% | +11.2% | -44.4% | -37.2% |
| 1Y | -41.8% | +22.3% | -64.1% | -47.9% |
| 3Y | -15.7% | +50.2% | -65.9% | -35.5% |
| 5Y | -26.0% | +63.3% | -89.3% | -47.0% |
| All | +501.5% | +348.7% | +152.8% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 10y: compounded portfolio wealth divided by compounded WM 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…
10y analysis · Full analysis span regression · 6 months rolling