+8.2%
NOW vs DGX
+96.8%
-88.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -4.1% | -2.2% | -1.9% | -4.0% |
| 30D | +2.9% | -0.9% | +3.8% | +2.9% |
| 3M | +22.6% | +15.6% | +7.0% | +21.4% |
| 6M | +7.5% | +17.8% | -10.3% | +6.4% |
| YTD | -14.4% | +37.5% | -51.9% | -16.5% |
| 1Y | -29.8% | +31.2% | -60.9% | -31.3% |
| All | +8.2% | +96.8% | -88.6% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 3y: compounded portfolio wealth divided by compounded DGX 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…
3y analysis · Full analysis span regression · 6 months rolling