+808.8%
NOW vs GS
+657.0%
+151.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.0% | -3.0% |
| 7D | -2.4% | +0.9% | -3.3% | -2.7% |
| 30D | +20.5% | -1.6% | +22.1% | +21.1% |
| 3M | +18.3% | -4.5% | +22.8% | +18.9% |
| 6M | +24.1% | +20.9% | +3.2% | +11.7% |
| YTD | -7.8% | +19.9% | -27.7% | -17.2% |
| 1Y | -21.4% | +41.4% | -62.8% | -34.9% |
| 3Y | +19.5% | +239.2% | -219.6% | -34.2% |
| 5Y | +4.1% | +185.0% | -181.0% | -39.2% |
| All | +808.8% | +657.0% | +151.8% | +229.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GS.
Daily Out/Under-Performance
Portfolio return minus GS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GS 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 10y: compounded portfolio wealth divided by compounded GS 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…
10y analysis · Full analysis span regression · 6 months rolling