+1,988.6%
NOW vs GM
+500.0%
+1,488.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +2.9% | +3.1% |
| 7D | -5.6% | -3.8% | -1.7% | -4.5% |
| 30D | -26.8% | +7.9% | -34.7% | -29.0% |
| 3M | -19.4% | -0.3% | -19.1% | -20.0% |
| 6M | +12.3% | +18.6% | -6.3% | +5.5% |
| YTD | -32.9% | +10.0% | -43.0% | -36.2% |
| 1Y | -40.3% | +25.9% | -66.2% | -45.6% |
| 3Y | -19.1% | +241.2% | -260.3% | -48.9% |
| 5Y | -24.4% | +50.0% | -74.4% | -39.4% |
| 10Y | +521.8% | +215.1% | +306.7% | +247.9% |
| All | +1,988.6% | +500.0% | +1,488.6% | +946.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling