+2,771.1%
NOW vs XBI
+476.9%
+2,294.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -2.8% |
| 7D | -2.4% | +0.9% | -3.3% | -2.9% |
| 30D | +20.5% | +7.1% | +13.5% | +15.4% |
| 3M | +18.3% | +22.9% | -4.6% | +3.8% |
| 6M | +24.1% | +29.7% | -5.6% | +4.3% |
| YTD | -7.8% | +34.5% | -42.3% | -24.5% |
| 1Y | -21.4% | +76.1% | -97.5% | -45.6% |
| 3Y | +19.5% | +103.2% | -83.7% | -27.1% |
| 5Y | +4.1% | +22.8% | -18.8% | -15.7% |
| 10Y | +826.4% | +176.3% | +650.1% | +336.5% |
| All | +2,771.1% | +476.9% | +2,294.3% | +758.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling