+790.9%
NOW vs XLI
+250.3%
+540.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -1.1% |
| 7D | -4.1% | -0.6% | -3.5% | -3.6% |
| 30D | +2.9% | -6.9% | +9.8% | +8.6% |
| 3M | +22.6% | -1.9% | +24.5% | +22.8% |
| 6M | +7.5% | +1.0% | +6.5% | +3.5% |
| YTD | -14.4% | +11.3% | -25.7% | -25.1% |
| 1Y | -29.8% | +15.8% | -45.6% | -40.7% |
| 3Y | +9.2% | +69.8% | -60.6% | -33.7% |
| 5Y | +0.8% | +80.9% | -80.1% | -41.0% |
| 10Y | +790.9% | +257.2% | +533.7% | +193.7% |
| All | +790.9% | +250.3% | +540.6% | +193.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 XLI 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