+1,988.6%
NOW vs DG
+196.4%
+1,792.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.1% |
| 7D | -5.6% | -3.0% | -2.6% | -4.8% |
| 30D | -26.8% | +8.6% | -35.4% | -28.7% |
| 3M | -19.4% | +15.0% | -34.5% | -22.8% |
| 6M | +12.3% | +32.7% | -20.4% | +4.0% |
| YTD | -32.9% | +5.5% | -38.4% | -34.5% |
| 1Y | -40.3% | +34.6% | -74.9% | -45.2% |
| 3Y | -19.1% | +24.2% | -43.3% | -28.6% |
| 5Y | -24.4% | -32.3% | +7.9% | -18.4% |
| 10Y | +521.8% | +111.1% | +410.7% | +344.8% |
| All | +1,988.6% | +196.4% | +1,792.2% | +1,115.3% |
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