+78.3%
SPY vs NOW
-20.6%
+98.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.7% | -0.1% |
| 7D | +3.3% | -1.7% | +5.0% | +3.5% |
| 30D | -2.7% | -27.4% | +24.7% | +0.4% |
| 3M | -1.7% | -19.4% | +17.7% | -0.4% |
| 6M | +3.1% | +13.1% | -10.0% | -2.1% |
| YTD | +11.9% | -34.3% | +46.2% | +18.3% |
| 1Y | +12.0% | -41.8% | +53.7% | +21.8% |
| All | +78.3% | -20.6% | +98.9% | +74.3% |
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