+499.2%
NOW vs AG
+89.9%
+409.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.5% |
| 7D | -3.0% | +6.3% | -9.3% | -3.5% |
| 30D | -26.0% | -8.9% | -17.1% | -25.5% |
| 3M | -13.1% | -12.2% | -0.9% | -12.4% |
| 6M | +14.5% | -28.3% | +42.8% | +16.8% |
| YTD | -33.4% | -8.8% | -24.6% | -34.4% |
| 1Y | -40.6% | +39.4% | -80.0% | -43.8% |
| 3Y | -16.3% | +229.4% | -245.7% | -29.5% |
| 5Y | -26.3% | +14.5% | -40.9% | -33.5% |
| All | +499.2% | +89.9% | +409.3% | +409.8% |
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