+504.6%
NOW vs GEN
+166.9%
+337.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | -3.1% | -0.3% | -2.8% | -3.0% |
| 30D | -27.0% | +28.2% | -55.2% | -35.8% |
| 3M | -17.7% | +2.6% | -20.3% | -20.7% |
| 6M | +12.7% | +32.7% | -20.0% | -1.3% |
| YTD | -32.9% | +11.3% | -44.2% | -37.3% |
| 1Y | -40.4% | +17.9% | -58.3% | -45.5% |
| 3Y | -17.1% | +66.3% | -83.4% | -33.5% |
| 5Y | -25.7% | +31.7% | -57.4% | -36.7% |
| 10Y | +504.6% | +150.0% | +354.6% | +242.2% |
| All | +504.6% | +166.9% | +337.7% | +242.2% |
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