-17.1%
NOW vs WY
-23.3%
+6.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.7% |
| 7D | -3.1% | -0.8% | -2.3% | -3.0% |
| 30D | -27.0% | +10.6% | -37.7% | -27.7% |
| 3M | -17.7% | -16.6% | -1.1% | -15.9% |
| 6M | +12.7% | -8.6% | +21.3% | +13.7% |
| YTD | -32.9% | -8.4% | -24.5% | -33.0% |
| 1Y | -40.4% | -5.1% | -35.3% | -41.0% |
| 3Y | -17.1% | -21.9% | +4.8% | -15.2% |
| All | -17.1% | -23.3% | +6.2% | -15.2% |
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