+514.0%
NOW vs XYZ
+597.9%
-83.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +0.5% |
| 7D | +0.3% | -1.1% | +1.3% | +0.7% |
| 30D | -27.0% | +11.5% | -38.5% | -30.6% |
| 3M | -19.6% | +1.8% | -21.4% | -21.1% |
| 6M | +17.5% | +21.2% | -3.7% | +8.1% |
| YTD | -33.3% | +29.9% | -63.2% | -40.8% |
| 1Y | -39.8% | +35.8% | -75.6% | -47.8% |
| 3Y | -19.9% | +62.6% | -82.5% | -40.9% |
| 5Y | -26.1% | -62.8% | +36.7% | -12.2% |
| All | +514.0% | +597.9% | -83.9% | +149.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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