+11.8%
NOW vs XBI
+107.0%
-95.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.1% | -3.8% | -4.7% |
| 7D | -6.1% | -0.9% | -5.2% | -5.8% |
| 30D | +7.5% | +2.9% | +4.6% | +6.3% |
| 3M | +17.5% | +26.2% | -8.7% | +8.5% |
| 6M | +7.9% | +30.7% | -22.8% | -2.1% |
| YTD | -12.4% | +32.9% | -45.3% | -21.3% |
| 1Y | -28.6% | +72.3% | -100.8% | -42.5% |
| 3Y | +11.8% | +107.2% | -95.4% | -22.1% |
| All | +11.8% | +107.0% | -95.1% | -22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling