+621.5%
SPY vs NOW
+2,873.9%
-2,252.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.0% | +2.6% | +0.2% |
| 7D | +0.1% | -2.4% | +2.5% | +0.5% |
| 30D | +0.1% | +20.5% | -20.5% | -4.2% |
| 3M | +2.0% | +18.3% | -16.4% | -2.7% |
| 6M | +13.0% | +24.1% | -11.1% | +4.8% |
| YTD | +13.5% | -7.8% | +21.3% | +12.2% |
| 1Y | +20.0% | -21.4% | +41.4% | +22.6% |
| 3Y | +77.2% | +19.5% | +57.7% | +60.7% |
| 5Y | +81.9% | +4.1% | +77.8% | +64.2% |
| 10Y | +314.1% | +826.4% | -512.4% | +149.5% |
| All | +621.5% | +2,873.9% | -2,252.4% | +301.2% |
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