-45.5%
NOW vs FIG
-77.7%
+32.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.3% | +2.6% |
| 7D | -5.6% | -14.3% | +8.7% | -1.0% |
| 30D | -26.8% | -13.6% | -13.2% | -23.2% |
| 3M | -19.4% | -23.7% | +4.3% | -12.4% |
| 6M | +12.3% | -5.4% | +17.7% | +13.9% |
| YTD | -32.9% | -49.2% | +16.3% | -27.4% |
| 1Y | -40.3% | -57.4% | +17.0% | -34.8% |
| All | -45.5% | -77.7% | +32.2% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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