+2,771.1%
NOW vs BTG
+132.3%
+2,638.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.9% |
| 7D | -2.4% | -0.9% | -1.5% | -2.4% |
| 30D | +20.5% | +36.8% | -16.3% | +18.7% |
| 3M | +18.3% | +23.1% | -4.8% | +17.0% |
| 6M | +24.1% | +3.5% | +20.6% | +23.3% |
| YTD | -7.8% | +25.5% | -33.3% | -9.4% |
| 1Y | -21.4% | +40.1% | -61.5% | -23.3% |
| 3Y | +19.5% | +101.1% | -81.6% | +13.8% |
| 5Y | +4.1% | +70.6% | -66.5% | -0.6% |
| 10Y | +826.4% | +152.1% | +674.3% | +797.3% |
| All | +2,771.1% | +132.3% | +2,638.8% | +2,740.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling