+499.2%
NOW vs XRT
+149.4%
+349.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.6% |
| 7D | -3.0% | +0.9% | -3.9% | -3.6% |
| 30D | -26.0% | +7.9% | -34.0% | -29.6% |
| 3M | -13.1% | -0.2% | -12.9% | -13.6% |
| 6M | +14.5% | +5.6% | +8.9% | +10.0% |
| YTD | -33.4% | +5.7% | -39.1% | -36.2% |
| 1Y | -40.6% | +14.6% | -55.2% | -45.8% |
| 3Y | -16.3% | +50.7% | -67.0% | -36.1% |
| 5Y | -26.3% | -4.8% | -21.5% | -29.5% |
| All | +499.2% | +149.4% | +349.8% | +216.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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