+0.8%
NOW vs XBI
+21.6%
-20.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -1.5% |
| 7D | -4.1% | -3.6% | -0.5% | -2.2% |
| 30D | +2.9% | +0.9% | +2.0% | +2.0% |
| 3M | +22.6% | +21.4% | +1.1% | +9.4% |
| 6M | +7.5% | +25.5% | -18.0% | -6.6% |
| YTD | -14.4% | +30.8% | -45.3% | -27.9% |
| 1Y | -29.8% | +68.6% | -98.4% | -49.4% |
| 3Y | +9.2% | +103.9% | -94.7% | -33.1% |
| 5Y | +0.8% | +20.8% | -19.9% | -17.6% |
| All | +0.8% | +21.6% | -20.8% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling