+18.3%
NOW vs GD
+7.0%
+11.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | -1.2% |
| 7D | -27.5% | +3.0% | -30.5% | -26.2% |
| 30D | -20.0% | +10.5% | -30.6% | -19.9% |
| 3M | -7.9% | -5.0% | -2.9% | -6.0% |
| 6M | +18.3% | +5.5% | +12.8% | +23.3% |
| All | +18.3% | +7.0% | +11.3% | +23.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling