+2,771.1%
NOW vs WTW
+346.8%
+2,424.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.1% | -0.8% | -1.9% |
| 7D | -2.4% | -2.6% | +0.2% | -1.0% |
| 30D | +20.5% | -1.0% | +21.5% | +21.2% |
| 3M | +18.3% | +29.9% | -11.6% | +3.1% |
| 6M | +24.1% | +10.7% | +13.4% | +17.0% |
| YTD | -7.8% | +2.6% | -10.4% | -10.5% |
| 1Y | -21.4% | +2.8% | -24.1% | -24.1% |
| 3Y | +19.5% | +67.3% | -47.7% | -14.6% |
| 5Y | +4.1% | +56.6% | -52.6% | -22.8% |
| 10Y | +826.4% | +204.1% | +622.3% | +358.8% |
| All | +2,771.1% | +346.8% | +2,424.3% | +1,234.9% |
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