+2,771.1%
NOW vs GD
+665.4%
+2,105.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -2.1% |
| 7D | -2.4% | -5.3% | +2.9% | +0.3% |
| 30D | +20.5% | -6.4% | +26.9% | +24.5% |
| 3M | +18.3% | +5.7% | +12.6% | +14.6% |
| 6M | +24.1% | -0.9% | +25.0% | +23.8% |
| YTD | -7.8% | +8.2% | -15.9% | -12.4% |
| 1Y | -21.4% | +13.4% | -34.8% | -27.4% |
| 3Y | +19.5% | +68.5% | -49.0% | -12.3% |
| 5Y | +4.1% | +97.2% | -93.1% | -30.3% |
| 10Y | +826.4% | +190.2% | +636.2% | +343.3% |
| All | +2,771.1% | +665.4% | +2,105.8% | +711.3% |
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 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