-32.6%
NOW vs GEV
+601.7%
-634.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.9% | +3.5% | +1.7% |
| 7D | +0.3% | +3.7% | -3.5% | +0.1% |
| 30D | -27.0% | -14.7% | -12.3% | -26.4% |
| 3M | -19.6% | -23.4% | +3.8% | -18.6% |
| 6M | +17.5% | -24.3% | +41.8% | +18.4% |
| YTD | -33.3% | +23.2% | -56.4% | -39.9% |
| 1Y | -39.8% | +44.2% | -84.1% | -48.5% |
| All | -32.6% | +601.7% | -634.4% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEV.
Daily Out/Under-Performance
Portfolio return minus GEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEV 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 10y: compounded portfolio wealth divided by compounded GEV 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…
10y analysis · Full analysis span regression · 6 months rolling