-21.4%
NOW vs GWW
+31.2%
-52.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -2.6% |
| 7D | -2.4% | +1.4% | -3.8% | -2.0% |
| 30D | +20.5% | +3.3% | +17.2% | +21.9% |
| 3M | +18.3% | +2.9% | +15.4% | +19.8% |
| 6M | +24.1% | +15.8% | +8.3% | +30.8% |
| YTD | -7.8% | +32.0% | -39.8% | -2.2% |
| 1Y | -21.4% | +29.9% | -51.3% | -16.5% |
| All | -21.4% | +31.2% | -52.6% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 1y: compounded portfolio wealth divided by compounded GWW 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…
1y analysis · Full analysis span regression · 6 months rolling