-16.0%
NOW vs CSGP
-58.5%
+42.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.6% | -4.3% | -5.2% |
| 7D | -6.7% | +13.9% | -20.6% | -12.2% |
| 30D | -25.8% | +16.0% | -41.8% | -32.0% |
| 3M | -12.7% | +6.1% | -18.8% | -16.5% |
| 6M | +11.2% | -8.2% | +19.4% | +13.1% |
| YTD | -33.2% | -52.3% | +19.2% | -13.2% |
| 1Y | -41.8% | -54.5% | +12.7% | -23.0% |
| All | -16.0% | -58.5% | +42.5% | +11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling