+1,972.6%
NOW vs DG
+188.4%
+1,784.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | +0.4% |
| 7D | -3.0% | +1.1% | -4.1% | -3.4% |
| 30D | -26.0% | +9.5% | -35.5% | -28.2% |
| 3M | -13.1% | +5.5% | -18.6% | -14.9% |
| 6M | +14.5% | +16.1% | -1.6% | +9.5% |
| YTD | -33.4% | +2.7% | -36.1% | -34.5% |
| 1Y | -40.6% | +42.1% | -82.7% | -46.3% |
| 3Y | -16.3% | +19.3% | -35.6% | -25.3% |
| 5Y | -26.3% | -35.3% | +9.0% | -19.4% |
| 10Y | +512.7% | +123.9% | +388.8% | +328.5% |
| All | +1,972.6% | +188.4% | +1,784.1% | +1,114.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling