-39.8%
NOW vs AGI
-15.8%
-24.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +0.3% | -10.1% | +10.4% | +2.0% |
| 30D | -27.0% | -6.5% | -20.4% | -25.7% |
| 3M | -19.6% | -12.8% | -6.8% | -17.8% |
| 6M | +17.5% | -34.3% | +51.8% | +22.6% |
| YTD | -33.3% | -25.6% | -7.6% | -33.4% |
| 1Y | -39.8% | -14.2% | -25.6% | -39.9% |
| All | -39.8% | -15.8% | -24.0% | -39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling