-40.3%
NOW vs GEN
+18.5%
-58.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.1% | +1.1% | +2.2% |
| 7D | -5.6% | -0.8% | -4.7% | -5.2% |
| 30D | -26.8% | +31.2% | -58.0% | -38.7% |
| 3M | -19.4% | +6.1% | -25.5% | -20.0% |
| 6M | +12.3% | +38.1% | -25.8% | -8.9% |
| YTD | -32.9% | +14.4% | -47.3% | -39.0% |
| 1Y | -40.3% | +15.1% | -55.4% | -45.6% |
| All | -40.3% | +18.5% | -58.8% | -45.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling