+808.8%
NOW vs GD
+190.3%
+618.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -2.2% |
| 7D | -2.4% | -5.3% | +2.9% | -0.2% |
| 30D | +20.5% | -6.4% | +26.9% | +23.8% |
| 3M | +18.3% | +5.7% | +12.6% | +15.2% |
| 6M | +24.1% | -0.9% | +25.0% | +23.9% |
| YTD | -7.8% | +8.2% | -15.9% | -11.6% |
| 1Y | -21.4% | +13.4% | -34.8% | -26.4% |
| 3Y | +19.5% | +68.5% | -49.0% | -7.6% |
| 5Y | +4.1% | +97.2% | -93.1% | -25.0% |
| All | +808.8% | +190.3% | +618.4% | +458.3% |
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