+552.9%
QQQ vs NOW
+795.7%
-242.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -1.3% | -9.9% | +8.7% | +2.2% |
| 30D | -1.4% | +2.8% | -4.2% | -3.0% |
| 3M | +2.3% | +23.7% | -21.4% | -7.1% |
| 6M | +16.9% | +12.5% | +4.4% | +6.6% |
| YTD | +15.6% | -14.4% | +30.0% | +16.1% |
| 1Y | +22.6% | -29.0% | +51.6% | +32.0% |
| 3Y | +93.5% | +9.3% | +84.2% | +67.0% |
| 5Y | +93.9% | +1.2% | +92.7% | +64.3% |
| All | +552.9% | +795.7% | -242.9% | +155.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling