+2,111.6%
NOW vs CSGP
+304.6%
+1,807.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.0% | -4.3% | -2.7% |
| 7D | -27.5% | +18.3% | -45.8% | -35.1% |
| 30D | -20.0% | +17.8% | -37.8% | -29.3% |
| 3M | -7.9% | +9.3% | -17.2% | -15.1% |
| 6M | +18.3% | -7.9% | +26.2% | +20.7% |
| YTD | -29.0% | -51.5% | +22.6% | +4.7% |
| 1Y | -38.7% | -53.3% | +14.6% | -7.6% |
| 3Y | -10.3% | -57.9% | +47.6% | +35.8% |
| 5Y | -22.5% | -61.3% | +38.8% | +21.6% |
| 10Y | +553.8% | +77.5% | +476.3% | +318.0% |
| All | +2,111.6% | +304.6% | +1,807.0% | +1,037.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling