+6.8%
NOW vs CSGP
-64.7%
+71.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.4% | -0.5% | -1.5% |
| 7D | -2.4% | -4.1% | +1.7% | +0.1% |
| 30D | +20.5% | +2.3% | +18.2% | +18.4% |
| 3M | +18.3% | -8.2% | +26.5% | +23.5% |
| 6M | +24.1% | -35.1% | +59.1% | +58.8% |
| YTD | -7.8% | -54.0% | +46.2% | +41.4% |
| 1Y | -21.4% | -65.3% | +43.9% | +41.5% |
| 3Y | +19.5% | -62.6% | +82.1% | +94.1% |
| All | +6.8% | -64.7% | +71.5% | +53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling