+514.0%
NOW vs GIS
-16.9%
+530.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +1.3% |
| 7D | +0.3% | -3.4% | +3.6% | +0.6% |
| 30D | -27.0% | +6.9% | -33.8% | -27.6% |
| 3M | -19.6% | -10.1% | -9.5% | -18.8% |
| 6M | +17.5% | +5.9% | +11.6% | +17.1% |
| YTD | -33.3% | -21.1% | -12.2% | -32.2% |
| 1Y | -39.8% | -22.5% | -17.3% | -38.8% |
| 3Y | -19.9% | -39.0% | +19.1% | -17.8% |
| 5Y | -26.1% | -33.3% | +7.3% | -26.7% |
| All | +514.0% | -16.9% | +530.9% | +458.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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