+504.6%
NOW vs XLI
+244.3%
+260.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.0% | -2.1% |
| 7D | -3.1% | -0.5% | -2.6% | -2.7% |
| 30D | -27.0% | -0.2% | -26.8% | -27.1% |
| 3M | -17.7% | -8.6% | -9.2% | -12.4% |
| 6M | +12.7% | -2.0% | +14.7% | +12.1% |
| YTD | -32.9% | +9.7% | -42.7% | -40.9% |
| 1Y | -40.4% | +11.4% | -51.8% | -48.2% |
| 3Y | -17.1% | +74.2% | -91.3% | -51.1% |
| 5Y | -25.7% | +70.0% | -95.6% | -54.7% |
| 10Y | +504.6% | +235.2% | +269.4% | +125.3% |
| All | +504.6% | +244.3% | +260.3% | +125.3% |
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