+1,980.5%
NOW vs SPG
+197.6%
+1,782.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.9% | -5.1% | -5.7% |
| 7D | -6.7% | +5.0% | -11.7% | -7.7% |
| 30D | -25.8% | +12.3% | -38.1% | -28.0% |
| 3M | -12.7% | +1.9% | -14.5% | -13.3% |
| 6M | +11.2% | +14.4% | -3.2% | +7.2% |
| YTD | -33.2% | +26.5% | -59.7% | -37.5% |
| 1Y | -41.8% | +30.7% | -72.5% | -46.0% |
| 3Y | -15.7% | +122.6% | -138.3% | -31.6% |
| 5Y | -26.0% | +73.3% | -99.4% | -37.6% |
| 10Y | +515.1% | +111.1% | +404.0% | +425.7% |
| All | +1,980.5% | +197.6% | +1,782.9% | +1,314.4% |
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