-38.7%
NOW vs XLY
+3.2%
-41.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -2.5% |
| 7D | -27.5% | +6.1% | -33.6% | -29.9% |
| 30D | -20.0% | +10.8% | -30.8% | -24.6% |
| 3M | -7.9% | +3.6% | -11.5% | -9.8% |
| 6M | +18.3% | +4.4% | +14.0% | +14.3% |
| YTD | -29.0% | +3.1% | -32.1% | -29.9% |
| 1Y | -38.7% | +3.6% | -42.3% | -40.0% |
| All | -38.7% | +3.2% | -41.9% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 1y: compounded portfolio wealth divided by compounded XLY 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…
1y analysis · Full analysis span regression · 6 months rolling