+2,771.1%
NOW vs GM
+492.3%
+2,278.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.2% |
| 7D | -2.4% | +1.9% | -4.3% | -2.9% |
| 30D | +20.5% | -1.4% | +21.9% | +21.1% |
| 3M | +18.3% | +5.9% | +12.4% | +16.2% |
| 6M | +24.1% | +12.4% | +11.7% | +18.9% |
| YTD | -7.8% | +8.6% | -16.4% | -11.2% |
| 1Y | -21.4% | +52.6% | -74.0% | -32.4% |
| 3Y | +19.5% | +169.7% | -150.1% | -17.9% |
| 5Y | +4.1% | +87.5% | -83.5% | -21.5% |
| 10Y | +826.4% | +233.0% | +593.5% | +408.9% |
| All | +2,771.1% | +492.3% | +2,278.8% | +1,356.5% |
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