+2,771.1%
NOW vs XLF
+532.8%
+2,238.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.4% |
| 7D | -2.4% | 0.0% | -2.4% | -2.3% |
| 30D | +20.5% | +0.2% | +20.3% | +20.3% |
| 3M | +18.3% | +11.7% | +6.6% | +8.7% |
| 6M | +24.1% | +13.8% | +10.3% | +12.6% |
| YTD | -7.8% | +7.0% | -14.8% | -12.5% |
| 1Y | -21.4% | +9.1% | -30.5% | -26.6% |
| 3Y | +19.5% | +75.6% | -56.1% | -21.8% |
| 5Y | +4.1% | +66.4% | -62.4% | -28.5% |
| 10Y | +826.4% | +250.3% | +576.1% | +204.7% |
| All | +2,771.1% | +532.8% | +2,238.4% | +492.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling