+504.6%
NOW vs WWD
+494.7%
+9.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.9% | -4.1% | -0.5% |
| 7D | -3.1% | +4.2% | -7.2% | -4.1% |
| 30D | -27.0% | -0.8% | -26.3% | -27.2% |
| 3M | -17.7% | -8.2% | -9.5% | -16.4% |
| 6M | +12.7% | -9.8% | +22.5% | +13.6% |
| YTD | -32.9% | +10.4% | -43.3% | -38.0% |
| 1Y | -40.4% | +25.5% | -65.9% | -47.5% |
| 3Y | -17.1% | +155.8% | -172.9% | -43.3% |
| 5Y | -25.7% | +187.3% | -213.0% | -51.8% |
| 10Y | +504.6% | +462.7% | +41.9% | +205.5% |
| All | +504.6% | +494.7% | +9.9% | +205.5% |
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