+521.8%
NOW vs GEN
+156.5%
+365.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.1% | +1.1% | +2.4% |
| 7D | -5.6% | -0.8% | -4.7% | -5.3% |
| 30D | -26.8% | +31.2% | -58.0% | -36.1% |
| 3M | -19.4% | +6.1% | -25.5% | -23.4% |
| 6M | +12.3% | +38.1% | -25.8% | -3.2% |
| YTD | -32.9% | +14.4% | -47.3% | -38.0% |
| 1Y | -40.3% | +15.1% | -55.4% | -44.9% |
| 3Y | -19.1% | +68.5% | -87.6% | -35.5% |
| 5Y | -24.4% | +35.8% | -60.2% | -36.4% |
| 10Y | +521.8% | +155.4% | +366.4% | +247.2% |
| All | +521.8% | +156.5% | +365.3% | +247.2% |
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