+1,980.5%
NOW vs AG
+3.7%
+1,976.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.2% | -2.7% | -5.7% |
| 7D | -6.7% | -2.9% | -3.8% | -6.5% |
| 30D | -25.8% | -15.1% | -10.7% | -25.0% |
| 3M | -12.7% | -15.4% | +2.7% | -11.9% |
| 6M | +11.2% | -21.9% | +33.2% | +12.3% |
| YTD | -33.2% | -10.4% | -22.7% | -33.8% |
| 1Y | -41.8% | +39.8% | -81.6% | -44.2% |
| 3Y | -15.7% | +209.5% | -225.2% | -25.4% |
| 5Y | -26.0% | +12.5% | -38.5% | -31.5% |
| 10Y | +515.1% | +79.5% | +435.6% | +443.8% |
| All | +1,980.5% | +3.7% | +1,976.8% | +1,757.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling