+504.6%
NOW vs SPG
+117.3%
+387.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.4% |
| 7D | -3.1% | +5.1% | -8.2% | -4.1% |
| 30D | -27.0% | +16.8% | -43.9% | -29.5% |
| 3M | -17.7% | +5.7% | -23.4% | -18.8% |
| 6M | +12.7% | +17.8% | -5.1% | +8.4% |
| YTD | -32.9% | +30.1% | -63.0% | -37.2% |
| 1Y | -40.4% | +32.8% | -73.2% | -44.5% |
| 3Y | -17.1% | +137.2% | -154.3% | -32.1% |
| 5Y | -25.7% | +81.5% | -107.1% | -37.1% |
| 10Y | +504.6% | +116.5% | +388.1% | +421.5% |
| All | +504.6% | +117.3% | +387.3% | +421.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 10y: compounded portfolio wealth divided by compounded SPG 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…
10y analysis · Full analysis span regression · 6 months rolling