+790.0%
NOW vs DG
+105.6%
+684.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.0% | -1.0% | -4.0% |
| 7D | -6.1% | -2.5% | -3.6% | -5.5% |
| 30D | +7.5% | +1.0% | +6.5% | +7.2% |
| 3M | +17.5% | +20.3% | -2.8% | +12.6% |
| 6M | +7.9% | -11.7% | +19.7% | +10.5% |
| YTD | -12.4% | -2.3% | -10.1% | -12.3% |
| 1Y | -28.6% | +20.0% | -48.6% | -31.8% |
| 3Y | +11.8% | +7.2% | +4.6% | +4.8% |
| 5Y | +2.6% | -37.9% | +40.6% | +17.0% |
| 10Y | +790.0% | +107.3% | +682.7% | +604.0% |
| All | +790.0% | +105.6% | +684.3% | +604.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 10y: compounded portfolio wealth divided by compounded DG 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…
10y analysis · Full analysis span regression · 6 months rolling