-40.6%
NOW vs CSGP
-56.4%
+15.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.7% | +4.3% | +2.0% |
| 7D | -3.0% | +1.3% | -4.3% | -3.9% |
| 30D | -26.0% | +10.7% | -36.7% | -32.2% |
| 3M | -13.1% | +3.3% | -16.4% | -17.1% |
| 6M | +14.5% | -10.3% | +24.8% | +18.1% |
| YTD | -33.4% | -54.6% | +21.1% | -4.6% |
| 1Y | -40.6% | -54.6% | +14.0% | -13.7% |
| All | -40.6% | -56.4% | +15.8% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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