+1,978.3%
NOW vs WTW
+349.1%
+1,629.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.0% | -0.4% | +0.5% |
| 7D | +0.3% | +2.0% | -1.7% | -0.8% |
| 30D | -27.0% | +12.9% | -39.8% | -31.5% |
| 3M | -19.6% | +0.7% | -20.4% | -20.0% |
| 6M | +17.5% | +39.5% | -22.0% | -1.3% |
| YTD | -33.3% | +3.1% | -36.4% | -35.4% |
| 1Y | -39.8% | +4.8% | -44.6% | -42.3% |
| 3Y | -19.9% | +42.9% | -62.9% | -37.2% |
| 5Y | -26.1% | +55.3% | -81.3% | -44.9% |
| 10Y | +518.7% | +217.2% | +301.6% | +200.2% |
| All | +1,978.3% | +349.1% | +1,629.2% | +863.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling