-39.8%
NOW vs BG
+8.3%
-48.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.6% |
| 7D | +0.3% | +2.6% | -2.3% | +0.4% |
| 30D | -27.0% | -6.7% | -20.3% | -28.0% |
| 3M | -19.6% | -9.3% | -10.4% | -21.4% |
| 6M | +17.5% | -18.3% | +35.8% | +13.1% |
| YTD | -33.3% | +16.2% | -49.4% | -29.3% |
| 1Y | -39.8% | +7.6% | -47.4% | -35.5% |
| All | -39.8% | +8.3% | -48.2% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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