-21.2%
NOW vs CAG
-37.1%
+15.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.2% | -2.1% |
| 7D | -1.7% | -6.2% | +4.5% | -1.9% |
| 30D | -27.4% | +7.4% | -34.8% | -27.2% |
| 3M | -19.4% | -1.6% | -17.8% | -19.4% |
| 6M | +13.1% | +6.3% | +6.8% | +13.2% |
| YTD | -34.3% | -10.1% | -24.2% | -35.8% |
| 1Y | -41.8% | -10.2% | -31.5% | -43.1% |
| All | -21.2% | -37.1% | +15.9% | -27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling