-25.7%
NOW vs GPC
+7.9%
-33.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | +0.1% |
| 7D | -3.1% | +0.8% | -3.9% | -3.3% |
| 30D | -27.0% | -1.1% | -26.0% | -27.0% |
| 3M | -17.7% | -6.6% | -11.1% | -16.3% |
| 6M | +12.7% | +22.2% | -9.5% | +5.5% |
| YTD | -32.9% | +5.1% | -38.0% | -35.0% |
| 1Y | -40.4% | +2.8% | -43.2% | -41.8% |
| 3Y | -17.1% | +2.4% | -19.5% | -24.4% |
| 5Y | -25.7% | +7.8% | -33.4% | -42.5% |
| All | -25.7% | +7.9% | -33.6% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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