+812.0%
NOW vs GWW
+558.8%
+253.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.7% | -2.3% | -4.1% |
| 7D | -6.1% | -1.5% | -4.6% | -5.5% |
| 30D | +7.5% | +1.1% | +6.4% | +7.1% |
| 3M | +17.5% | -1.0% | +18.5% | +17.4% |
| 6M | +7.9% | +16.3% | -8.4% | +1.3% |
| YTD | -12.4% | +28.5% | -40.9% | -21.4% |
| 1Y | -28.6% | +30.3% | -58.8% | -36.4% |
| 3Y | +11.8% | +91.6% | -79.8% | -13.9% |
| 5Y | +2.6% | +224.0% | -221.3% | -33.5% |
| All | +812.0% | +558.8% | +253.2% | +424.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling