-16.0%
NOW vs GEN
+84.3%
-100.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.9% | -5.0% | -5.5% |
| 7D | -6.7% | +8.5% | -15.2% | -10.1% |
| 30D | -25.8% | +34.2% | -60.0% | -38.0% |
| 3M | -12.7% | +10.0% | -22.6% | -18.0% |
| 6M | +11.2% | +56.8% | -45.5% | -13.8% |
| YTD | -33.2% | +14.2% | -47.4% | -39.6% |
| 1Y | -41.8% | +20.8% | -62.6% | -48.7% |
| All | -16.0% | +84.3% | -100.3% | -32.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling