-28.6%
NOW vs XHB
-15.1%
-13.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.4% | -2.6% | -5.3% |
| 7D | -6.1% | +0.2% | -6.3% | -6.0% |
| 30D | +7.5% | -9.1% | +16.5% | +5.8% |
| 3M | +17.5% | -2.3% | +19.9% | +17.2% |
| 6M | +7.9% | -4.1% | +12.1% | +7.1% |
| YTD | -12.4% | -1.7% | -10.7% | -14.0% |
| 1Y | -28.6% | -15.1% | -13.5% | -27.1% |
| All | -28.6% | -15.1% | -13.4% | -27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling