-21.4%
NOW vs GFI
+45.3%
-66.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -3.0% |
| 7D | -2.4% | +3.1% | -5.5% | -2.4% |
| 30D | +20.5% | +27.1% | -6.6% | +20.5% |
| 3M | +18.3% | +21.2% | -2.8% | +18.4% |
| 6M | +24.1% | -4.5% | +28.6% | +23.5% |
| YTD | -7.8% | +11.7% | -19.5% | -9.4% |
| 1Y | -21.4% | +46.0% | -67.4% | -28.8% |
| All | -21.4% | +45.3% | -66.7% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1y: compounded portfolio wealth divided by compounded GFI 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…
1y analysis · Full analysis span regression · 6 months rolling