+790.9%
NOW vs AGI
+398.0%
+393.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.6% | -2.4% |
| 7D | -4.1% | +2.2% | -6.3% | -4.3% |
| 30D | +2.9% | +11.3% | -8.4% | +2.0% |
| 3M | +22.6% | +5.6% | +16.9% | +21.8% |
| 6M | +7.5% | -27.7% | +35.2% | +9.7% |
| YTD | -14.4% | -4.1% | -10.3% | -14.9% |
| 1Y | -29.8% | +13.8% | -43.6% | -31.3% |
| 3Y | +9.2% | +217.0% | -207.8% | -2.2% |
| 5Y | +0.8% | +404.3% | -403.5% | -13.2% |
| 10Y | +790.9% | +400.5% | +390.4% | +663.9% |
| All | +790.9% | +398.0% | +393.0% | +663.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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