+220.8%
SOXX vs NOW
+8.7%
+212.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.8% | -2.7% |
| 7D | +3.0% | -9.9% | +12.9% | +4.5% |
| 30D | -3.1% | +2.8% | -6.0% | -3.9% |
| 3M | -4.4% | +23.7% | -28.1% | -8.6% |
| 6M | +52.9% | +12.5% | +40.4% | +47.9% |
| YTD | +72.0% | -14.4% | +86.4% | +84.9% |
| 1Y | +105.1% | -29.0% | +134.1% | +139.6% |
| All | +220.8% | +8.7% | +212.1% | +197.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling