+2,771.1%
NOW vs AIG
+223.7%
+2,547.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.1% | -2.7% |
| 7D | -2.4% | -0.9% | -1.4% | -2.0% |
| 30D | +20.5% | -4.9% | +25.4% | +22.6% |
| 3M | +18.3% | +4.5% | +13.9% | +16.5% |
| 6M | +24.1% | -1.4% | +25.5% | +24.5% |
| YTD | -7.8% | -9.8% | +2.0% | -5.0% |
| 1Y | -21.4% | -4.5% | -16.9% | -21.0% |
| 3Y | +19.5% | +37.4% | -17.9% | +4.4% |
| 5Y | +4.1% | +55.0% | -50.9% | -13.9% |
| 10Y | +826.4% | +63.7% | +762.8% | +608.4% |
| All | +2,771.1% | +223.7% | +2,547.4% | +1,593.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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