-41.8%
NOW vs CG
-26.5%
-15.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.3% | +2.2% | -0.9% |
| 7D | -1.7% | -1.5% | -0.2% | -1.3% |
| 30D | -27.4% | +5.7% | -33.1% | -28.9% |
| 3M | -19.4% | -17.9% | -1.6% | -14.7% |
| 6M | +13.1% | -20.2% | +33.3% | +21.2% |
| YTD | -34.3% | -32.0% | -2.3% | -26.1% |
| 1Y | -41.8% | -27.0% | -14.7% | -36.2% |
| All | -41.8% | -26.5% | -15.3% | -36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling