+604.2%
SPY vs NOW
+1,997.1%
-1,392.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +0.3% |
| 7D | -0.6% | -8.7% | +8.2% | +1.3% |
| 30D | -3.7% | -29.3% | +25.6% | +2.1% |
| 3M | -2.7% | -21.8% | +19.1% | +0.4% |
| 6M | +2.2% | +9.2% | -7.1% | -3.4% |
| YTD | +10.8% | -35.0% | +45.8% | +16.0% |
| 1Y | +11.2% | -42.5% | +53.7% | +19.5% |
| 3Y | +76.5% | -21.5% | +98.0% | +72.5% |
| 5Y | +72.9% | -25.8% | +98.7% | +65.1% |
| 10Y | +304.8% | +506.3% | -201.5% | +161.2% |
| All | +604.2% | +1,997.1% | -1,392.8% | +314.8% |
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