+504.4%
NOW vs SPGI
+329.2%
+175.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.7% | -0.9% |
| 7D | -1.7% | -0.8% | -0.8% | -1.0% |
| 30D | -27.4% | +14.3% | -41.7% | -35.4% |
| 3M | -19.4% | +14.5% | -33.9% | -28.2% |
| 6M | +13.1% | +17.3% | -4.2% | -1.2% |
| YTD | -34.3% | -4.6% | -29.7% | -32.7% |
| 1Y | -41.8% | +0.8% | -42.5% | -43.0% |
| 3Y | -20.7% | +28.8% | -49.5% | -37.4% |
| 5Y | -27.2% | +14.0% | -41.2% | -36.6% |
| All | +504.4% | +329.2% | +175.2% | +74.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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