-38.7%
NOW vs CFG
+34.2%
-72.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | 0.0% |
| 7D | -27.5% | +1.8% | -29.3% | -27.3% |
| 30D | -20.0% | +3.3% | -23.3% | -19.7% |
| 3M | -7.9% | -9.8% | +1.9% | -9.5% |
| 6M | +18.3% | +5.2% | +13.1% | +19.6% |
| YTD | -29.0% | +16.1% | -45.1% | -29.8% |
| 1Y | -38.7% | +33.7% | -72.4% | -43.6% |
| All | -38.7% | +34.2% | -72.9% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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