-26.4%
NOW vs GEN
+32.5%
-58.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.3% | +0.8% |
| 7D | -3.0% | +2.3% | -5.3% | -4.0% |
| 30D | -26.0% | +33.1% | -59.1% | -37.6% |
| 3M | -13.1% | +6.5% | -19.6% | -17.8% |
| 6M | +14.5% | +53.8% | -39.3% | -9.4% |
| YTD | -33.4% | +11.2% | -44.7% | -38.7% |
| 1Y | -40.6% | +19.4% | -60.0% | -47.0% |
| 3Y | -16.3% | +81.0% | -97.4% | -37.6% |
| All | -26.4% | +32.5% | -58.8% | -41.3% |
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 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