-39.8%
NOW vs XLF
+11.3%
-51.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.0% |
| 7D | +0.3% | +2.7% | -2.4% | -1.4% |
| 30D | -27.0% | +7.6% | -34.6% | -30.9% |
| 3M | -19.6% | +1.1% | -20.7% | -19.8% |
| 6M | +17.5% | +15.9% | +1.6% | +5.1% |
| YTD | -33.3% | +8.4% | -41.7% | -38.9% |
| 1Y | -39.8% | +12.5% | -52.3% | -46.3% |
| All | -39.8% | +11.3% | -51.1% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLF.
Daily Out/Under-Performance
Portfolio return minus XLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLF 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 XLF 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