+77.1%
QQQ vs NOW
-26.1%
+103.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.8% | +3.3% |
| 7D | -0.3% | -3.1% | +2.8% | +0.6% |
| 30D | -9.6% | -27.0% | +17.5% | -3.2% |
| 3M | -5.9% | -17.7% | +11.8% | -3.5% |
| 6M | -4.3% | +12.7% | -17.0% | -13.2% |
| YTD | +11.0% | -32.9% | +43.9% | +18.5% |
| 1Y | +11.9% | -40.4% | +52.3% | +24.7% |
| 3Y | +86.7% | -17.1% | +103.8% | +73.7% |
| 5Y | +77.1% | -25.7% | +102.7% | +63.6% |
| All | +77.1% | -26.1% | +103.2% | +63.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling