-39.8%
NOW vs WTW
+6.3%
-46.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | +0.6% |
| 7D | +0.3% | +2.0% | -1.7% | -0.7% |
| 30D | -27.0% | +12.9% | -39.8% | -31.2% |
| 3M | -19.6% | +0.7% | -20.4% | -20.2% |
| 6M | +17.5% | +39.5% | -22.0% | +3.2% |
| YTD | -33.3% | +3.1% | -36.4% | -39.1% |
| 1Y | -39.8% | +4.8% | -44.6% | -45.3% |
| All | -39.8% | +6.3% | -46.1% | -45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling