+73.2%
SPY vs NOW
-26.5%
+99.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.7% | 0.0% |
| 7D | +3.3% | -1.7% | +5.0% | +3.6% |
| 30D | -2.7% | -27.4% | +24.7% | +2.2% |
| 3M | -1.7% | -19.4% | +17.7% | +0.5% |
| 6M | +3.1% | +13.1% | -10.0% | -4.0% |
| YTD | +11.9% | -34.3% | +46.2% | +18.0% |
| 1Y | +12.0% | -41.8% | +53.7% | +21.9% |
| 3Y | +78.2% | -20.7% | +98.9% | +71.6% |
| 5Y | +73.2% | -27.2% | +100.4% | +62.0% |
| All | +73.2% | -26.5% | +99.8% | +62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling