+75.0%
NOW vs SGOV
+20.2%
+54.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SGOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | -6.1% | +0.1% | -6.2% | -6.3% |
| 30D | +7.5% | +0.3% | +7.2% | +6.2% |
| 3M | +17.5% | +0.9% | +16.6% | +14.1% |
| 6M | +7.9% | +1.8% | +6.1% | +3.8% |
| YTD | -12.4% | +2.5% | -14.9% | -16.1% |
| 1Y | -28.6% | +3.8% | -32.3% | -31.5% |
| 3Y | +11.8% | +14.3% | -2.5% | -4.1% |
| 5Y | +2.6% | +20.1% | -17.5% | +35.0% |
| All | +75.0% | +20.2% | +54.8% | +137.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling