+780.0%
NOW vs WTW
+197.9%
+582.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | -9.9% | -7.8% | -2.1% | -5.9% |
| 30D | +2.8% | -7.9% | +10.7% | +7.4% |
| 3M | +23.7% | +19.9% | +3.7% | +12.5% |
| 6M | +12.5% | +9.8% | +2.7% | +6.6% |
| YTD | -14.4% | -3.3% | -11.0% | -14.3% |
| 1Y | -29.0% | -3.3% | -25.7% | -29.2% |
| 3Y | +9.3% | +61.5% | -52.2% | -21.2% |
| 5Y | +1.2% | +42.6% | -41.4% | -21.8% |
| All | +780.0% | +197.9% | +582.1% | +343.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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