+11.8%
NOW vs WY
-23.0%
+34.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.4% | -3.6% | -4.8% |
| 7D | -6.1% | -2.1% | -4.0% | -5.8% |
| 30D | +7.5% | -10.5% | +18.0% | +8.9% |
| 3M | +17.5% | -4.9% | +22.4% | +18.1% |
| 6M | +7.9% | -4.9% | +12.9% | +8.1% |
| YTD | -12.4% | -1.7% | -10.7% | -13.4% |
| 1Y | -28.6% | -9.4% | -19.2% | -27.9% |
| 3Y | +11.8% | -22.3% | +34.1% | +14.7% |
| All | +11.8% | -23.0% | +34.8% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 3y: compounded portfolio wealth divided by compounded WY 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…
3y analysis · Full analysis span regression · 6 months rolling