-38.7%
NOW vs COO
-7.7%
-31.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.9% | -6.2% | -1.3% |
| 7D | -27.5% | +8.4% | -36.0% | -28.6% |
| 30D | -20.0% | +13.5% | -33.5% | -21.9% |
| 3M | -7.9% | -13.8% | +5.9% | -4.9% |
| 6M | +18.3% | +4.7% | +13.6% | +18.8% |
| YTD | -29.0% | -21.4% | -7.6% | -23.7% |
| 1Y | -38.7% | -6.7% | -32.0% | -38.1% |
| All | -38.7% | -7.7% | -31.0% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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