-40.7%
NOW vs SPGI
+1.8%
-42.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.2% |
| 7D | -3.1% | -0.9% | -2.2% | -2.5% |
| 30D | -27.0% | +15.5% | -42.6% | -36.1% |
| 3M | -17.7% | +15.7% | -33.4% | -27.6% |
| 6M | +12.7% | +19.1% | -6.4% | -4.1% |
| YTD | -32.9% | -4.1% | -28.9% | -36.6% |
| All | -40.7% | +1.8% | -42.5% | -45.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling