-26.1%
NOW vs WWD
+161.2%
-187.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -6.0% | +0.1% | -4.3% |
| 7D | -6.7% | -2.6% | -4.1% | -6.0% |
| 30D | -25.8% | -7.7% | -18.1% | -24.4% |
| 3M | -12.7% | -17.7% | +5.0% | -8.3% |
| 6M | +11.2% | -15.9% | +27.2% | +13.9% |
| YTD | -33.2% | +1.8% | -34.9% | -38.9% |
| 1Y | -41.8% | +17.4% | -59.2% | -50.7% |
| 3Y | -15.7% | +137.1% | -152.8% | -52.4% |
| All | -26.1% | +161.2% | -187.3% | -62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling