+2,771.1%
NOW vs XLI
+542.5%
+2,228.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.3% |
| 7D | -2.4% | -1.1% | -1.3% | -1.5% |
| 30D | +20.5% | -5.9% | +26.5% | +26.7% |
| 3M | +18.3% | -0.3% | +18.6% | +16.9% |
| 6M | +24.1% | +0.1% | +23.9% | +19.8% |
| YTD | -7.8% | +13.6% | -21.4% | -21.6% |
| 1Y | -21.4% | +17.2% | -38.6% | -35.2% |
| 3Y | +19.5% | +68.2% | -48.7% | -30.0% |
| 5Y | +4.1% | +80.7% | -76.6% | -41.9% |
| 10Y | +826.4% | +253.3% | +573.2% | +144.1% |
| All | +2,771.1% | +542.5% | +2,228.7% | +338.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling