-25.8%
NOW vs GEN
+31.7%
-57.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.4% |
| 7D | -8.7% | +1.0% | -9.8% | -9.2% |
| 30D | -29.3% | +29.1% | -58.4% | -39.4% |
| 3M | -21.8% | +2.9% | -24.7% | -24.7% |
| 6M | +9.2% | +33.6% | -24.4% | -6.9% |
| YTD | -35.0% | +12.0% | -47.0% | -40.3% |
| 1Y | -42.5% | +16.2% | -58.7% | -48.1% |
| 3Y | -21.5% | +65.1% | -86.6% | -39.2% |
| 5Y | -25.8% | +33.3% | -59.1% | -44.6% |
| All | -25.8% | +31.7% | -57.4% | -44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling