+1,988.6%
NOW vs BTG
+115.3%
+1,873.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.4% | +5.6% | +3.3% |
| 7D | -5.6% | +1.4% | -6.9% | -5.6% |
| 30D | -26.8% | -1.1% | -25.6% | -26.8% |
| 3M | -19.4% | +2.5% | -22.0% | -19.6% |
| 6M | +12.3% | -3.1% | +15.4% | +12.1% |
| YTD | -32.9% | +16.3% | -49.2% | -33.9% |
| 1Y | -40.3% | +27.6% | -67.9% | -41.5% |
| 3Y | -19.1% | +89.5% | -108.6% | -22.7% |
| 5Y | -24.4% | +33.6% | -57.9% | -27.2% |
| 10Y | +521.8% | +178.2% | +343.6% | +504.9% |
| All | +1,988.6% | +115.3% | +1,873.4% | +1,971.5% |
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