+2,771.1%
NOW vs GIS
+66.8%
+2,704.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -2.6% |
| 7D | -2.4% | -7.8% | +5.5% | -1.1% |
| 30D | +20.5% | +6.6% | +13.9% | +19.3% |
| 3M | +18.3% | +21.0% | -2.6% | +15.2% |
| 6M | +24.1% | -9.1% | +33.1% | +25.5% |
| YTD | -7.8% | -13.6% | +5.8% | -6.3% |
| 1Y | -21.4% | -18.0% | -3.4% | -19.6% |
| 3Y | +19.5% | -33.7% | +53.2% | +24.4% |
| 5Y | +4.1% | -19.4% | +23.5% | +0.6% |
| 10Y | +826.4% | -21.3% | +847.7% | +795.2% |
| All | +2,771.1% | +66.8% | +2,704.3% | +2,041.8% |
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