+822.5%
NOW vs GEN
+158.5%
+664.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -2.0% |
| 7D | -2.4% | -1.2% | -1.2% | -1.9% |
| 30D | +20.5% | +10.1% | +10.4% | +15.9% |
| 3M | +18.3% | +16.1% | +2.3% | +11.7% |
| 6M | +24.1% | +38.9% | -14.8% | +9.6% |
| YTD | -7.8% | +14.4% | -22.2% | -12.5% |
| 1Y | -21.4% | +5.9% | -27.3% | -23.3% |
| 3Y | +19.5% | +58.8% | -39.3% | -0.3% |
| 5Y | +4.1% | +24.7% | -20.6% | -7.6% |
| All | +822.5% | +158.5% | +664.1% | +461.3% |
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