+1,924.6%
NOW vs GWW
+898.9%
+1,025.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.7% | -4.8% | -3.7% |
| 7D | -8.7% | +5.5% | -14.3% | -10.5% |
| 30D | -29.3% | +14.4% | -43.7% | -32.8% |
| 3M | -21.8% | +13.7% | -35.6% | -25.6% |
| 6M | +9.2% | +20.1% | -10.8% | +1.2% |
| YTD | -35.0% | +47.1% | -82.1% | -45.1% |
| 1Y | -42.5% | +56.2% | -98.7% | -52.6% |
| 3Y | -21.5% | +90.5% | -112.1% | -40.7% |
| 5Y | -25.8% | +221.2% | -247.0% | -54.1% |
| 10Y | +506.3% | +648.4% | -142.1% | +169.6% |
| All | +1,924.6% | +898.9% | +1,025.7% | +770.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling