-26.4%
NOW vs GWW
+217.3%
-243.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | -0.1% |
| 7D | -3.0% | +6.0% | -9.0% | -5.3% |
| 30D | -26.0% | +14.0% | -40.1% | -30.2% |
| 3M | -13.1% | +12.5% | -25.7% | -17.6% |
| 6M | +14.5% | +23.6% | -9.1% | +2.9% |
| YTD | -33.4% | +43.6% | -77.1% | -46.0% |
| 1Y | -40.6% | +52.5% | -93.1% | -53.6% |
| 3Y | -16.3% | +92.6% | -108.9% | -45.1% |
| All | -26.4% | +217.3% | -243.7% | -68.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling