+3,434.9%
SOXX vs NOW
+2,725.5%
+709.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +3.3% |
| 7D | +5.6% | -6.1% | +11.7% | +7.5% |
| 30D | -2.7% | +7.5% | -10.2% | -5.8% |
| 3M | -7.5% | +17.5% | -25.0% | -14.9% |
| 6M | +63.5% | +7.9% | +55.6% | +49.8% |
| YTD | +75.7% | -12.4% | +88.0% | +71.6% |
| 1Y | +113.3% | -28.6% | +141.9% | +124.6% |
| 3Y | +227.4% | +11.8% | +215.6% | +184.0% |
| 5Y | +256.2% | +2.6% | +253.5% | +208.3% |
| 10Y | +1,512.5% | +790.0% | +722.5% | +672.8% |
| All | +3,434.9% | +2,725.5% | +709.5% | +1,374.6% |
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 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