+499.2%
NOW vs GEN
+157.3%
+341.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.3% | +0.6% |
| 7D | -3.0% | +2.3% | -5.3% | -3.9% |
| 30D | -26.0% | +33.1% | -59.1% | -36.0% |
| 3M | -13.1% | +6.5% | -19.6% | -17.5% |
| 6M | +14.5% | +53.8% | -39.3% | -5.9% |
| YTD | -33.4% | +11.2% | -44.7% | -37.8% |
| 1Y | -40.6% | +19.4% | -60.0% | -46.0% |
| 3Y | -16.3% | +81.0% | -97.4% | -35.0% |
| 5Y | -26.3% | +33.4% | -59.8% | -37.6% |
| All | +499.2% | +157.3% | +341.9% | +235.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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