+506.3%
NOW vs AG
+64.1%
+442.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.9% | +2.8% | -2.6% |
| 7D | -8.7% | +6.0% | -14.7% | -9.2% |
| 30D | -29.3% | -13.5% | -15.7% | -28.4% |
| 3M | -21.8% | -20.7% | -1.2% | -20.6% |
| 6M | +9.2% | -31.5% | +40.8% | +11.8% |
| YTD | -35.0% | -10.1% | -24.8% | -35.8% |
| 1Y | -42.5% | +26.0% | -68.5% | -45.1% |
| 3Y | -21.5% | +228.9% | -250.4% | -34.0% |
| 5Y | -25.8% | +8.7% | -34.4% | -32.7% |
| 10Y | +506.3% | +71.9% | +434.5% | +414.9% |
| All | +506.3% | +64.1% | +442.3% | +414.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling