-38.7%
NOW vs AG
+29.4%
-68.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.1% | -9.5% | -0.7% |
| 7D | -27.5% | -2.6% | -24.9% | -27.4% |
| 30D | -20.0% | -12.1% | -7.9% | -19.8% |
| 3M | -7.9% | -6.6% | -1.3% | -7.8% |
| 6M | +18.3% | -20.5% | +38.8% | +18.6% |
| YTD | -29.0% | -7.4% | -21.5% | -31.9% |
| 1Y | -38.7% | +33.4% | -72.1% | -43.1% |
| All | -38.7% | +29.4% | -68.1% | -43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling