+2.6%
NOW vs BTG
+72.2%
-69.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.9% | -2.1% | -4.7% |
| 7D | -6.1% | +4.8% | -10.9% | -6.5% |
| 30D | +7.5% | +8.3% | -0.9% | +6.5% |
| 3M | +17.5% | +32.3% | -14.8% | +13.7% |
| 6M | +7.9% | +3.0% | +5.0% | +6.6% |
| YTD | -12.4% | +21.9% | -34.3% | -15.8% |
| 1Y | -28.6% | +28.2% | -56.7% | -32.4% |
| 3Y | +11.8% | +99.9% | -88.1% | -3.4% |
| 5Y | +2.6% | +73.6% | -70.9% | -9.6% |
| All | +2.6% | +72.2% | -69.6% | -9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling