+6.8%
NOW vs SPGI
+8.3%
-1.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -1.6% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | +20.5% | +8.4% | +12.1% | +12.3% |
| 3M | +18.3% | +11.8% | +6.5% | +6.4% |
| 6M | +24.1% | +5.7% | +18.4% | +18.8% |
| YTD | -7.8% | -9.7% | +1.9% | -0.1% |
| 1Y | -21.4% | -12.5% | -8.9% | -13.0% |
| 3Y | +19.5% | +21.8% | -2.3% | -6.8% |
| All | +6.8% | +8.3% | -1.4% | -4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling