-47.2%
NOW vs FIG
-78.1%
+30.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.0% | +0.9% | -1.8% |
| 7D | -8.7% | -11.4% | +2.7% | -5.4% |
| 30D | -29.3% | -17.2% | -12.1% | -24.8% |
| 3M | -21.8% | -26.6% | +4.8% | -14.0% |
| 6M | +9.2% | -9.8% | +19.1% | +12.2% |
| YTD | -35.0% | -50.1% | +15.2% | -29.3% |
| 1Y | -42.5% | -58.1% | +15.6% | -36.8% |
| All | -47.2% | -78.1% | +30.9% | -39.6% |
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