+506.3%
NOW vs XLI
+231.4%
+274.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -8.7% | -1.5% | -7.2% | -7.7% |
| 30D | -29.3% | -0.3% | -29.0% | -29.3% |
| 3M | -21.8% | -8.4% | -13.5% | -16.9% |
| 6M | +9.2% | -2.1% | +11.3% | +8.7% |
| YTD | -35.0% | +9.6% | -44.6% | -42.7% |
| 1Y | -42.5% | +10.7% | -53.2% | -49.8% |
| 3Y | -21.5% | +71.6% | -93.1% | -53.2% |
| 5Y | -25.8% | +70.8% | -96.5% | -55.0% |
| 10Y | +506.3% | +228.0% | +278.4% | +106.4% |
| All | +506.3% | +231.4% | +274.9% | +106.4% |
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