+0.8%
NOW vs GM
+78.5%
-77.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.6% |
| 7D | -4.1% | -1.1% | -3.0% | -3.7% |
| 30D | +2.9% | -4.6% | +7.5% | +4.4% |
| 3M | +22.6% | +0.2% | +22.4% | +22.5% |
| 6M | +7.5% | +12.6% | -5.1% | +3.0% |
| YTD | -14.4% | +3.7% | -18.1% | -16.4% |
| 1Y | -29.8% | +45.6% | -75.4% | -39.4% |
| 3Y | +9.2% | +162.0% | -152.7% | -29.5% |
| 5Y | +0.8% | +80.5% | -79.7% | -27.9% |
| All | +0.8% | +78.5% | -77.7% | -27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling