+303.9%
SPY vs NOW
+501.5%
-197.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -2.7% | -3.0% | +0.3% | -2.0% |
| 30D | -5.4% | -26.0% | +20.6% | +0.1% |
| 3M | -4.1% | -13.1% | +9.0% | -3.2% |
| 6M | +0.7% | +14.5% | -13.8% | -7.4% |
| YTD | +8.7% | -33.4% | +42.1% | +14.2% |
| 1Y | +10.9% | -40.6% | +51.5% | +20.1% |
| 3Y | +75.0% | -16.3% | +91.3% | +65.5% |
| 5Y | +67.8% | -26.3% | +94.1% | +57.5% |
| All | +303.9% | +501.5% | -197.5% | +115.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling