+1,641.8%
TSM vs NOW
+528.0%
+1,113.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.2% | +1.1% | +3.3% |
| 7D | +4.4% | -5.6% | +10.0% | +6.3% |
| 30D | -7.0% | -26.8% | +19.8% | +0.1% |
| 3M | -1.8% | -19.4% | +17.6% | +1.6% |
| 6M | +2.7% | +12.3% | -9.6% | -7.4% |
| YTD | +37.1% | -32.9% | +70.0% | +44.1% |
| 1Y | +43.5% | -40.3% | +83.8% | +57.0% |
| 3Y | +341.5% | -19.1% | +360.6% | +319.3% |
| 5Y | +278.9% | -24.4% | +303.2% | +250.3% |
| 10Y | +1,641.8% | +521.8% | +1,120.0% | +690.5% |
| All | +1,641.8% | +528.0% | +1,113.7% | +690.5% |
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