+822.5%
NOW vs WWD
+485.4%
+337.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.0% | -3.3% |
| 7D | -2.4% | +1.3% | -3.7% | -2.7% |
| 30D | +20.5% | -7.2% | +27.7% | +22.7% |
| 3M | +18.3% | -3.8% | +22.2% | +18.2% |
| 6M | +24.1% | -9.9% | +34.0% | +24.7% |
| YTD | -7.8% | +14.8% | -22.6% | -15.2% |
| 1Y | -21.4% | +42.1% | -63.5% | -33.2% |
| 3Y | +19.5% | +170.8% | -151.3% | -19.2% |
| 5Y | +4.1% | +197.5% | -193.4% | -32.9% |
| All | +822.5% | +485.4% | +337.1% | +373.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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