+307.3%
SPY vs NOW
+511.7%
-204.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.2% |
| 7D | +0.1% | -3.1% | +3.1% | +0.8% |
| 30D | -3.3% | -27.0% | +23.7% | +2.7% |
| 3M | -2.4% | -17.7% | +15.3% | -0.1% |
| 6M | +2.6% | +12.7% | -10.1% | -5.2% |
| YTD | +11.2% | -32.9% | +44.2% | +16.7% |
| 1Y | +13.4% | -40.4% | +53.8% | +22.7% |
| 3Y | +79.9% | -17.1% | +97.0% | +70.7% |
| 5Y | +72.2% | -25.7% | +97.9% | +61.3% |
| 10Y | +307.3% | +504.6% | -197.3% | +116.7% |
| All | +307.3% | +511.7% | -204.4% | +116.7% |
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