+2,771.1%
NOW vs DGX
+424.7%
+2,346.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.0% | -2.6% |
| 7D | -2.4% | -2.3% | -0.1% | -1.5% |
| 30D | +20.5% | +0.6% | +20.0% | +20.2% |
| 3M | +18.3% | +21.4% | -3.1% | +8.4% |
| 6M | +24.1% | +14.7% | +9.3% | +16.3% |
| YTD | -7.8% | +38.4% | -46.2% | -20.8% |
| 1Y | -21.4% | +34.0% | -55.4% | -31.9% |
| 3Y | +19.5% | +92.7% | -73.2% | -15.2% |
| 5Y | +4.1% | +67.7% | -63.6% | -21.6% |
| 10Y | +826.4% | +248.0% | +578.4% | +361.3% |
| All | +2,771.1% | +424.7% | +2,346.4% | +1,158.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling