+24.0%
QQQ vs NOW
-30.6%
+54.6%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.2% |
| 7D | +1.0% | -4.1% | +5.1% | +1.1% |
| 30D | -0.6% | +2.9% | -3.5% | -0.8% |
| 3M | +1.3% | +22.6% | -21.3% | +0.7% |
| 6M | +18.1% | +7.5% | +10.6% | +18.8% |
| YTD | +16.9% | -14.4% | +31.3% | +22.4% |
| 1Y | +24.0% | -29.8% | +53.8% | +34.8% |
| All | +24.0% | -30.6% | +54.6% | +34.8% |
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