+521.8%
NOW vs XYZ
+637.1%
-115.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | -5.6% | -2.2% | -3.4% | -4.7% |
| 30D | -26.8% | +11.6% | -38.4% | -30.4% |
| 3M | -19.4% | +8.4% | -27.8% | -22.8% |
| 6M | +12.3% | +17.2% | -4.8% | +4.7% |
| YTD | -32.9% | +31.7% | -64.6% | -40.8% |
| 1Y | -40.3% | +30.1% | -70.4% | -47.3% |
| 3Y | -19.1% | +66.4% | -85.5% | -40.8% |
| 5Y | -24.4% | -62.2% | +37.8% | -10.8% |
| 10Y | +521.8% | +621.5% | -99.7% | +149.8% |
| All | +521.8% | +637.1% | -115.3% | +149.8% |
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