-29.8%
NOW vs BTG
+29.1%
-58.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.4% |
| 7D | -4.1% | +2.4% | -6.5% | -4.2% |
| 30D | +2.9% | +9.5% | -6.6% | +2.4% |
| 3M | +22.6% | +38.5% | -15.9% | +20.9% |
| 6M | +7.5% | +5.6% | +1.9% | +6.3% |
| YTD | -14.4% | +23.9% | -38.3% | -16.8% |
| 1Y | -29.8% | +32.1% | -61.9% | -33.2% |
| All | -29.8% | +29.1% | -58.9% | -33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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