+1,924.6%
NOW vs GIS
+53.6%
+1,871.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.9% |
| 7D | -8.7% | +1.5% | -10.3% | -9.0% |
| 30D | -29.3% | +9.2% | -38.5% | -30.4% |
| 3M | -21.8% | -5.4% | -16.5% | -21.3% |
| 6M | +9.2% | +3.4% | +5.8% | +8.7% |
| YTD | -35.0% | -20.5% | -14.5% | -33.1% |
| 1Y | -42.5% | -20.0% | -22.5% | -41.0% |
| 3Y | -21.5% | -38.6% | +17.1% | -17.4% |
| 5Y | -25.8% | -33.1% | +7.3% | -25.2% |
| 10Y | +506.3% | -16.4% | +522.8% | +457.9% |
| All | +1,924.6% | +53.6% | +1,871.0% | +1,427.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling