+499.2%
NOW vs GD
+190.6%
+308.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | -0.1% |
| 7D | -3.0% | -5.0% | +2.0% | -1.0% |
| 30D | -26.0% | +8.9% | -35.0% | -29.1% |
| 3M | -13.1% | -8.0% | -5.1% | -10.7% |
| 6M | +14.5% | +2.9% | +11.6% | +11.9% |
| YTD | -33.4% | +7.1% | -40.5% | -36.4% |
| 1Y | -40.6% | +5.9% | -46.6% | -43.1% |
| 3Y | -16.3% | +53.9% | -70.2% | -32.7% |
| 5Y | -26.3% | +95.4% | -121.7% | -46.9% |
| All | +499.2% | +190.6% | +308.6% | +323.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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