-29.0%
NOW vs XBI
+68.2%
-97.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -2.2% |
| 7D | -4.1% | -3.6% | -0.5% | -3.9% |
| 30D | +2.9% | +0.9% | +2.0% | +2.6% |
| 3M | +22.6% | +21.4% | +1.1% | +20.3% |
| 6M | +7.5% | +25.5% | -18.0% | +4.8% |
| YTD | -14.4% | +30.8% | -45.3% | -17.8% |
| All | -29.0% | +68.2% | -97.3% | -36.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling