+3.7%
NOW vs SGOV
+20.2%
-16.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +0.9% |
| 7D | -6.2% | 0.0% | -6.2% | -6.5% |
| 30D | +6.1% | +0.3% | +5.8% | +3.9% |
| 3M | +28.6% | +0.9% | +27.6% | +21.3% |
| 6M | +14.6% | +1.8% | +12.8% | +4.5% |
| YTD | -13.5% | +2.5% | -16.0% | -22.9% |
| 1Y | -29.4% | +3.8% | -33.2% | -38.4% |
| 3Y | +9.4% | +14.4% | -5.0% | -32.7% |
| All | +3.7% | +20.2% | -16.5% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SGOV.
Daily Out/Under-Performance
Portfolio return minus SGOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGOV 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 SGOV 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