+1,988.6%
NOW vs AGI
+124.1%
+1,864.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.8% | +5.9% | +3.3% |
| 7D | -5.6% | 0.0% | -5.6% | -5.6% |
| 30D | -26.8% | -7.6% | -19.2% | -26.4% |
| 3M | -19.4% | -10.2% | -9.2% | -19.0% |
| 6M | +12.3% | -31.5% | +43.8% | +14.2% |
| YTD | -32.9% | -22.0% | -10.9% | -32.4% |
| 1Y | -40.3% | -7.9% | -32.4% | -40.3% |
| 3Y | -19.1% | +137.6% | -156.6% | -22.7% |
| 5Y | -24.4% | +256.7% | -281.1% | -29.2% |
| 10Y | +521.8% | +405.2% | +116.6% | +481.9% |
| All | +1,988.6% | +124.1% | +1,864.6% | +1,890.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling