+1,978.3%
NOW vs DGX
+476.5%
+1,501.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.3% | +1.6% | -1.3% | -0.4% |
| 30D | -27.0% | +11.2% | -38.2% | -30.4% |
| 3M | -19.6% | +10.4% | -30.0% | -23.4% |
| 6M | +17.5% | +37.1% | -19.6% | +1.5% |
| YTD | -33.3% | +52.1% | -85.4% | -45.2% |
| 1Y | -39.8% | +40.7% | -80.6% | -48.9% |
| 3Y | -19.9% | +107.6% | -127.5% | -45.0% |
| 5Y | -26.1% | +90.6% | -116.7% | -47.6% |
| 10Y | +518.7% | +287.9% | +230.8% | +192.8% |
| All | +1,978.3% | +476.5% | +1,501.7% | +771.1% |
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