+11.8%
NOW vs GM
+171.2%
-159.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.2% | -2.7% | -4.7% |
| 7D | -6.1% | +0.4% | -6.5% | -6.1% |
| 30D | +7.5% | -1.8% | +9.3% | +7.8% |
| 3M | +17.5% | +2.6% | +14.9% | +17.3% |
| 6M | +7.9% | +14.6% | -6.6% | +6.1% |
| YTD | -12.4% | +6.2% | -18.6% | -13.1% |
| 1Y | -28.6% | +48.7% | -77.2% | -33.2% |
| 3Y | +11.8% | +168.3% | -156.5% | -1.0% |
| All | +11.8% | +171.2% | -159.4% | -1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling