+113.9%
SOXX vs NOW
-22.3%
+136.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.0% | +6.5% | +3.1% |
| 7D | +2.2% | -2.4% | +4.6% | +1.9% |
| 30D | -2.0% | +20.5% | -22.6% | +1.0% |
| 3M | -13.7% | +18.3% | -32.1% | -9.1% |
| 6M | +52.4% | +24.1% | +28.3% | +63.0% |
| YTD | +72.8% | -7.8% | +80.6% | +94.9% |
| 1Y | +113.9% | -21.4% | +135.3% | +154.8% |
| All | +113.9% | -22.3% | +136.2% | +154.8% |
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