+2,771.1%
NOW vs SPG
+172.2%
+2,598.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.7% |
| 7D | -2.4% | -2.4% | 0.0% | -1.8% |
| 30D | +20.5% | -6.8% | +27.3% | +22.5% |
| 3M | +18.3% | +2.7% | +15.7% | +17.5% |
| 6M | +24.1% | +5.5% | +18.6% | +21.8% |
| YTD | -7.8% | +15.7% | -23.5% | -11.7% |
| 1Y | -21.4% | +20.9% | -42.3% | -25.6% |
| 3Y | +19.5% | +112.4% | -92.8% | -1.7% |
| 5Y | +4.1% | +101.4% | -97.3% | -13.6% |
| 10Y | +826.4% | +60.6% | +765.8% | +789.6% |
| All | +2,771.1% | +172.2% | +2,598.9% | +1,898.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling