+789.1%
NOW vs XBI
+160.4%
+628.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.3% |
| 7D | -6.2% | -4.6% | -1.5% | -3.6% |
| 30D | +6.1% | -2.0% | +8.1% | +6.9% |
| 3M | +28.6% | +17.8% | +10.8% | +15.8% |
| 6M | +14.6% | +23.7% | -9.1% | -0.7% |
| YTD | -13.5% | +28.2% | -41.7% | -27.1% |
| 1Y | -29.4% | +64.0% | -93.3% | -49.0% |
| 3Y | +9.4% | +99.4% | -90.0% | -32.8% |
| 5Y | +2.3% | +19.3% | -17.1% | -15.8% |
| All | +789.1% | +160.4% | +628.7% | +399.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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