+504.4%
NOW vs SPG
+114.5%
+389.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.9% |
| 7D | -1.7% | +3.1% | -4.8% | -2.3% |
| 30D | -27.4% | +16.4% | -43.8% | -29.8% |
| 3M | -19.4% | +7.1% | -26.5% | -20.8% |
| 6M | +13.1% | +16.1% | -3.0% | +9.2% |
| YTD | -34.3% | +30.4% | -64.7% | -38.5% |
| 1Y | -41.8% | +33.0% | -74.7% | -45.8% |
| 3Y | -20.7% | +134.6% | -155.4% | -34.9% |
| 5Y | -27.2% | +84.9% | -112.1% | -38.6% |
| All | +504.4% | +114.5% | +389.9% | +429.8% |
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