-41.8%
NOW vs GM
+22.2%
-64.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.0% | +0.9% | -2.1% |
| 7D | -1.7% | -3.4% | +1.8% | -1.8% |
| 30D | -27.4% | +2.7% | -30.1% | -26.9% |
| 3M | -19.4% | -0.4% | -19.1% | -18.8% |
| 6M | +13.1% | +13.3% | -0.2% | +15.9% |
| YTD | -34.3% | +6.8% | -41.1% | -32.6% |
| 1Y | -41.8% | +21.1% | -62.8% | -42.6% |
| All | -41.8% | +22.2% | -64.0% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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