+1,087.2%
QQQ vs NOW
+1,997.1%
-909.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | +0.2% |
| 7D | -1.5% | -8.7% | +7.2% | +1.1% |
| 30D | -10.2% | -29.3% | +19.1% | -2.7% |
| 3M | -6.3% | -21.8% | +15.5% | -2.1% |
| 6M | -4.9% | +9.2% | -14.2% | -12.2% |
| YTD | +10.2% | -35.0% | +45.2% | +16.9% |
| 1Y | +8.8% | -42.5% | +51.3% | +19.6% |
| 3Y | +81.4% | -21.5% | +102.9% | +75.8% |
| 5Y | +78.5% | -25.8% | +104.3% | +69.4% |
| 10Y | +523.8% | +506.3% | +17.5% | +256.9% |
| All | +1,087.2% | +1,997.1% | -909.9% | +498.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling