+2,627.8%
NOW vs XLY
+515.9%
+2,111.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.8% | -4.2% | -4.1% |
| 7D | -6.1% | -0.5% | -5.6% | -5.4% |
| 30D | +7.5% | -4.9% | +12.4% | +13.6% |
| 3M | +17.5% | -1.0% | +18.5% | +18.8% |
| 6M | +7.9% | 0.0% | +7.9% | +7.0% |
| YTD | -12.4% | -4.2% | -8.2% | -9.2% |
| 1Y | -28.6% | -2.7% | -25.9% | -27.7% |
| 3Y | +11.8% | +38.4% | -26.6% | -26.2% |
| 5Y | +2.6% | +28.9% | -26.3% | -25.3% |
| 10Y | +790.0% | +214.7% | +575.2% | +103.0% |
| All | +2,627.8% | +515.9% | +2,111.9% | +180.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling