-29.0%
NOW vs GM
+50.1%
-79.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -0.2% |
| 7D | -9.9% | -1.1% | -8.8% | -9.8% |
| 30D | +2.8% | -3.4% | +6.3% | +3.0% |
| 3M | +23.7% | +8.7% | +15.0% | +24.1% |
| 6M | +12.5% | +15.4% | -2.9% | +12.7% |
| YTD | -14.4% | +6.6% | -21.0% | -13.8% |
| 1Y | -29.0% | +51.5% | -80.5% | -33.4% |
| All | -29.0% | +50.1% | -79.1% | -33.4% |
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