+2,771.1%
NOW vs WM
+809.7%
+1,961.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.7% | -2.4% |
| 7D | -2.4% | -0.3% | -2.1% | -2.2% |
| 30D | +20.5% | -2.4% | +22.9% | +21.9% |
| 3M | +18.3% | +0.4% | +17.9% | +17.8% |
| 6M | +24.1% | -9.5% | +33.5% | +29.4% |
| YTD | -7.8% | +0.5% | -8.3% | -8.9% |
| 1Y | -21.4% | -1.1% | -20.3% | -22.0% |
| 3Y | +19.5% | +46.0% | -26.5% | -9.1% |
| 5Y | +4.1% | +51.8% | -47.7% | -23.6% |
| 10Y | +826.4% | +307.5% | +518.9% | +254.7% |
| All | +2,771.1% | +809.7% | +1,961.5% | +659.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling