+523.8%
QQQ vs NOW
+480.8%
+43.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +0.3% |
| 7D | -1.5% | -8.7% | +7.2% | +1.5% |
| 30D | -10.2% | -29.3% | +19.1% | -1.4% |
| 3M | -6.3% | -21.8% | +15.5% | -1.5% |
| 6M | -4.9% | +9.2% | -14.2% | -14.1% |
| YTD | +10.2% | -35.0% | +45.2% | +18.3% |
| 1Y | +8.8% | -42.5% | +51.3% | +22.2% |
| 3Y | +81.4% | -21.5% | +102.9% | +71.4% |
| 5Y | +78.5% | -25.8% | +104.3% | +64.1% |
| 10Y | +523.8% | +506.3% | +17.5% | +157.9% |
| All | +523.8% | +480.8% | +43.0% | +157.9% |
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