+514.0%
NOW vs GEN
+152.9%
+361.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +0.7% |
| 7D | +0.3% | +2.0% | -1.8% | -0.5% |
| 30D | -27.0% | +27.7% | -54.7% | -35.6% |
| 3M | -19.6% | +3.3% | -22.9% | -22.7% |
| 6M | +17.5% | +31.8% | -14.3% | +3.2% |
| YTD | -33.3% | +13.5% | -46.8% | -38.1% |
| 1Y | -39.8% | +16.0% | -55.9% | -44.7% |
| 3Y | -19.9% | +70.6% | -90.5% | -36.4% |
| 5Y | -26.1% | +32.1% | -58.2% | -37.2% |
| All | +514.0% | +152.9% | +361.1% | +236.5% |
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