-25.1%
NOW vs GEN
+33.3%
-58.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +0.5% |
| 7D | +0.3% | +2.0% | -1.8% | -0.6% |
| 30D | -27.0% | +27.7% | -54.7% | -36.9% |
| 3M | -19.6% | +3.3% | -22.9% | -22.6% |
| 6M | +17.5% | +31.8% | -14.3% | +1.0% |
| YTD | -33.3% | +13.5% | -46.8% | -39.1% |
| 1Y | -39.8% | +16.0% | -55.9% | -45.6% |
| 3Y | -19.9% | +70.6% | -90.5% | -38.7% |
| All | -25.1% | +33.3% | -58.4% | -44.0% |
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