+1.7%
NOW vs FGI
-66.3%
+68.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.2% | -8.2% | -2.1% |
| 7D | -1.7% | +13.5% | -15.2% | -1.8% |
| 30D | -27.4% | +17.1% | -44.5% | -27.6% |
| 3M | -19.4% | +78.0% | -97.4% | -21.0% |
| 6M | +13.1% | +46.4% | -33.3% | +11.0% |
| YTD | -34.3% | +47.7% | -82.0% | -36.0% |
| 1Y | -41.8% | +56.8% | -98.5% | -43.5% |
| 3Y | -20.7% | +12.3% | -33.0% | -23.5% |
| All | +1.7% | -66.3% | +68.0% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling