+52.5%
SOXX vs NOW
-39.6%
+92.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.2% |
| 7D | -13.7% | -27.5% | +13.8% | -17.0% |
| 30D | -23.6% | -20.0% | -3.6% | -25.1% |
| 3M | -16.9% | -7.9% | -9.0% | -16.1% |
| 6M | -2.4% | +18.3% | -20.7% | +4.3% |
| YTD | +49.8% | -29.0% | +78.8% | +60.6% |
| 1Y | +52.5% | -38.7% | +91.2% | +72.1% |
| All | +52.5% | -39.6% | +92.1% | +72.1% |
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