+2,111.6%
NOW vs GD
+680.8%
+1,430.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +0.9% |
| 7D | -27.5% | +3.0% | -30.5% | -29.2% |
| 30D | -20.0% | +10.5% | -30.6% | -24.6% |
| 3M | -7.9% | -5.0% | -2.9% | -6.4% |
| 6M | +18.3% | +5.5% | +12.8% | +13.5% |
| YTD | -29.0% | +10.3% | -39.3% | -33.8% |
| 1Y | -38.7% | +8.2% | -46.9% | -42.4% |
| 3Y | -10.3% | +59.0% | -69.4% | -32.3% |
| 5Y | -22.5% | +104.3% | -126.7% | -49.4% |
| 10Y | +553.8% | +202.4% | +351.4% | +201.7% |
| All | +2,111.6% | +680.8% | +1,430.8% | +513.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling