+1,972.6%
NOW vs GWW
+875.4%
+1,097.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.4% | -0.1% |
| 7D | -3.0% | +6.0% | -9.0% | -5.0% |
| 30D | -26.0% | +14.0% | -40.1% | -29.7% |
| 3M | -13.1% | +12.5% | -25.7% | -17.0% |
| 6M | +14.5% | +23.6% | -9.1% | +4.9% |
| YTD | -33.4% | +43.6% | -77.1% | -43.3% |
| 1Y | -40.6% | +52.5% | -93.1% | -50.7% |
| 3Y | -16.3% | +92.6% | -108.9% | -37.0% |
| 5Y | -26.3% | +219.0% | -245.4% | -54.3% |
| 10Y | +512.7% | +713.8% | -201.1% | +160.8% |
| All | +1,972.6% | +875.4% | +1,097.2% | +799.1% |
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