+1,988.6%
NOW vs XBI
+450.5%
+1,538.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.4% | +2.7% |
| 7D | -5.6% | -1.8% | -3.8% | -4.6% |
| 30D | -26.8% | +3.2% | -30.0% | -28.2% |
| 3M | -19.4% | -1.1% | -18.3% | -19.7% |
| 6M | +12.3% | +16.1% | -3.8% | +0.7% |
| YTD | -32.9% | +28.3% | -61.2% | -43.9% |
| 1Y | -40.3% | +37.7% | -78.0% | -52.3% |
| 3Y | -19.1% | +134.9% | -154.0% | -55.0% |
| 5Y | -24.4% | +24.5% | -48.9% | -39.5% |
| 10Y | +521.8% | +139.4% | +382.4% | +219.5% |
| All | +1,988.6% | +450.5% | +1,538.2% | +537.7% |
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