-29.4%
NOW vs AGG
-0.7%
-28.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | -6.2% | -1.1% | -5.1% | -5.0% |
| 30D | +6.1% | -1.1% | +7.2% | +7.5% |
| 3M | +28.6% | -1.9% | +30.5% | +30.9% |
| 6M | +14.6% | -1.7% | +16.3% | +16.0% |
| YTD | -13.5% | -1.3% | -12.2% | -12.0% |
| 1Y | -29.4% | -0.7% | -28.6% | -26.4% |
| All | -29.4% | -0.7% | -28.7% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 AGG 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