+1,988.6%
NOW vs GIS
+54.9%
+1,933.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.5% | +1.1% |
| 7D | -3.1% | +0.4% | -3.4% | -3.2% |
| 30D | -27.0% | +10.1% | -37.1% | -28.3% |
| 3M | -17.7% | -3.7% | -14.1% | -17.3% |
| 6M | +12.7% | +4.3% | +8.4% | +12.0% |
| YTD | -32.9% | -19.8% | -13.1% | -31.1% |
| 1Y | -40.4% | -20.5% | -19.9% | -38.7% |
| 3Y | -17.1% | -38.3% | +21.2% | -12.8% |
| 5Y | -25.7% | -32.2% | +6.5% | -25.3% |
| 10Y | +504.6% | -18.0% | +522.6% | +462.3% |
| All | +1,988.6% | +54.9% | +1,933.7% | +1,474.1% |
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