+12.3%
QQQ vs NOW
-39.6%
+51.8%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.0% |
| 7D | -4.6% | -27.5% | +22.9% | -3.8% |
| 30D | -8.5% | -20.0% | +11.5% | -8.0% |
| 3M | -4.3% | -7.9% | +3.6% | -4.1% |
| 6M | +3.1% | +18.3% | -15.3% | +2.5% |
| YTD | +13.0% | -29.0% | +42.0% | +17.2% |
| 1Y | +12.3% | -38.7% | +51.0% | +20.1% |
| All | +12.3% | -39.6% | +51.8% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 1y: compounded portfolio wealth divided by compounded NOW 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…
1y analysis · Full analysis span regression · 6 months rolling