-45.8%
NOW vs FIG
-77.1%
+31.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +0.7% |
| 7D | +0.3% | +3.4% | -3.1% | -0.8% |
| 30D | -27.0% | -9.5% | -17.5% | -24.5% |
| 3M | -19.6% | -26.2% | +6.5% | -11.7% |
| 6M | +17.5% | +2.7% | +14.8% | +16.7% |
| YTD | -33.3% | -48.0% | +14.7% | -28.4% |
| 1Y | -39.8% | -52.0% | +12.2% | -35.2% |
| All | -45.8% | -77.1% | +31.3% | -38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling