+1,972.6%
NOW vs XLI
+497.9%
+1,474.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.5% |
| 7D | -3.0% | -2.8% | -0.2% | -0.5% |
| 30D | -26.0% | -3.1% | -23.0% | -24.2% |
| 3M | -13.1% | -11.7% | -1.4% | -3.9% |
| 6M | +14.5% | -7.6% | +22.1% | +19.7% |
| YTD | -33.4% | +5.7% | -39.1% | -40.1% |
| 1Y | -40.6% | +7.8% | -48.5% | -47.6% |
| 3Y | -16.3% | +67.4% | -83.7% | -51.3% |
| 5Y | -26.3% | +64.8% | -91.1% | -55.7% |
| 10Y | +512.7% | +241.2% | +271.5% | +63.3% |
| All | +1,972.6% | +497.9% | +1,474.7% | +234.8% |
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