+8.2%
NOW vs WTW
+60.9%
-52.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.6% | +1.3% | -1.1% |
| 7D | -4.1% | -7.1% | +3.0% | -1.6% |
| 30D | +2.9% | -8.5% | +11.4% | +6.0% |
| 3M | +22.6% | +20.6% | +2.0% | +15.8% |
| 6M | +7.5% | +7.2% | +0.3% | +4.0% |
| YTD | -14.4% | -3.9% | -10.6% | -15.9% |
| 1Y | -29.8% | -3.6% | -26.2% | -31.1% |
| All | +8.2% | +60.9% | -52.7% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling