+822.5%
NOW vs CG
+362.4%
+460.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.3% | -2.2% |
| 7D | -2.4% | -4.3% | +1.9% | -0.4% |
| 30D | +20.5% | -5.1% | +25.6% | +23.2% |
| 3M | +18.3% | +8.7% | +9.7% | +12.8% |
| 6M | +24.1% | -9.2% | +33.3% | +28.0% |
| YTD | -7.8% | -18.9% | +11.1% | -0.3% |
| 1Y | -21.4% | -25.6% | +4.2% | -12.1% |
| 3Y | +19.5% | +57.3% | -37.7% | -11.3% |
| 5Y | +4.1% | +10.2% | -6.1% | -11.1% |
| All | +822.5% | +362.4% | +460.1% | +336.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 10y: compounded portfolio wealth divided by compounded CG 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…
10y analysis · Full analysis span regression · 6 months rolling