+525.5%
NOW vs XHB
+257.8%
+267.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.6% | -2.8% | -1.2% |
| 7D | -3.1% | +1.3% | -4.4% | -3.9% |
| 30D | -27.0% | +11.8% | -38.9% | -32.0% |
| 3M | -17.7% | -3.8% | -13.9% | -16.8% |
| 6M | +12.7% | +4.1% | +8.6% | +7.5% |
| YTD | -32.9% | +4.0% | -36.9% | -37.5% |
| 1Y | -40.4% | +1.6% | -42.0% | -43.8% |
| 3Y | -17.1% | +43.2% | -60.3% | -41.3% |
| 5Y | -25.7% | +35.8% | -61.5% | -46.3% |
| All | +525.5% | +257.8% | +267.7% | +124.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 10y: compounded portfolio wealth divided by compounded XHB 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…
10y analysis · Full analysis span regression · 6 months rolling