+1,988.6%
NOW vs BTG
+136.0%
+1,852.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.2% | -4.4% | +0.5% |
| 7D | -3.1% | +19.1% | -22.1% | -3.9% |
| 30D | -27.0% | +8.2% | -35.2% | -27.4% |
| 3M | -17.7% | +13.3% | -31.0% | -18.3% |
| 6M | +12.7% | +8.1% | +4.6% | +11.9% |
| YTD | -32.9% | +27.5% | -60.4% | -34.2% |
| 1Y | -40.4% | +47.1% | -87.5% | -41.9% |
| 3Y | -17.1% | +105.8% | -122.9% | -21.2% |
| 5Y | -25.7% | +55.8% | -81.5% | -28.9% |
| 10Y | +504.6% | +161.8% | +342.8% | +484.3% |
| All | +1,988.6% | +136.0% | +1,852.6% | +1,962.6% |
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 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