-28.6%
NOW vs CAG
-15.1%
-13.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.4% | -3.6% | -4.7% |
| 7D | -6.1% | -5.3% | -0.8% | -5.2% |
| 30D | +7.5% | +1.0% | +6.5% | +7.0% |
| 3M | +17.5% | +17.4% | +0.2% | +15.5% |
| 6M | +7.9% | -16.8% | +24.7% | +2.4% |
| YTD | -12.4% | -6.8% | -5.6% | -14.9% |
| 1Y | -28.6% | -15.4% | -13.2% | -31.7% |
| All | -28.6% | -15.1% | -13.4% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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