+812.0%
NOW vs XYZ
+586.4%
+225.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.2% | -1.8% | -3.8% |
| 7D | -6.1% | +2.9% | -8.9% | -7.2% |
| 30D | +7.5% | +1.4% | +6.1% | +6.7% |
| 3M | +17.5% | +14.6% | +3.0% | +11.3% |
| 6M | +7.9% | +20.8% | -12.8% | +0.4% |
| YTD | -12.4% | +23.1% | -35.5% | -19.9% |
| 1Y | -28.6% | +5.6% | -34.2% | -31.5% |
| 3Y | +11.8% | +50.9% | -39.1% | -14.8% |
| 5Y | +2.6% | -68.6% | +71.2% | +31.0% |
| All | +812.0% | +586.4% | +225.6% | +298.4% |
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