+2,771.1%
NOW vs GWW
+796.7%
+1,974.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.3% |
| 7D | -2.4% | +1.4% | -3.8% | -2.8% |
| 30D | +20.5% | +3.3% | +17.2% | +19.1% |
| 3M | +18.3% | +2.9% | +15.4% | +16.5% |
| 6M | +24.1% | +15.8% | +8.3% | +16.0% |
| YTD | -7.8% | +32.0% | -39.8% | -18.7% |
| 1Y | -21.4% | +29.9% | -51.3% | -30.5% |
| 3Y | +19.5% | +91.1% | -71.5% | -9.7% |
| 5Y | +4.1% | +223.9% | -219.9% | -35.4% |
| 10Y | +826.4% | +567.0% | +259.4% | +330.1% |
| All | +2,771.1% | +796.7% | +1,974.5% | +1,187.7% |
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