-42.5%
NOW vs GIS
-21.0%
-21.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.9% |
| 7D | -8.7% | +1.5% | -10.3% | -9.3% |
| 30D | -29.3% | +9.2% | -38.5% | -31.6% |
| 3M | -21.8% | -5.4% | -16.5% | -20.3% |
| 6M | +9.2% | +3.4% | +5.8% | +9.4% |
| YTD | -35.0% | -20.5% | -14.5% | -35.2% |
| 1Y | -42.5% | -20.0% | -22.5% | -42.6% |
| All | -42.5% | -21.0% | -21.6% | -42.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling