+2,771.1%
NOW vs GFI
+482.4%
+2,288.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.9% |
| 7D | -2.4% | +3.1% | -5.5% | -2.5% |
| 30D | +20.5% | +27.1% | -6.6% | +19.8% |
| 3M | +18.3% | +21.2% | -2.8% | +17.8% |
| 6M | +24.1% | -4.5% | +28.6% | +23.9% |
| YTD | -7.8% | +11.7% | -19.5% | -8.4% |
| 1Y | -21.4% | +46.0% | -67.4% | -22.5% |
| 3Y | +19.5% | +309.6% | -290.0% | +13.8% |
| 5Y | +4.1% | +506.0% | -502.0% | -2.5% |
| 10Y | +826.4% | +1,009.2% | -182.8% | +776.2% |
| All | +2,771.1% | +482.4% | +2,288.7% | +2,803.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling