+6.8%
NOW vs CG
+10.1%
-3.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.3% | -2.2% |
| 7D | -2.4% | -4.3% | +1.9% | -0.2% |
| 30D | +20.5% | -5.1% | +25.6% | +23.4% |
| 3M | +18.3% | +8.7% | +9.7% | +12.2% |
| 6M | +24.1% | -9.2% | +33.3% | +28.4% |
| YTD | -7.8% | -18.9% | +11.1% | +0.5% |
| 1Y | -21.4% | -25.6% | +4.2% | -11.0% |
| 3Y | +19.5% | +57.3% | -37.7% | -18.1% |
| All | +6.8% | +10.1% | -3.3% | -9.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling