+808.8%
NOW vs COO
+49.3%
+759.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.5% | -2.2% |
| 7D | -2.4% | -2.2% | -0.2% | -1.2% |
| 30D | +20.5% | -7.0% | +27.5% | +25.1% |
| 3M | +18.3% | +12.2% | +6.1% | +10.4% |
| 6M | +24.1% | -15.1% | +39.2% | +34.1% |
| YTD | -7.8% | -15.1% | +7.3% | -0.5% |
| 1Y | -21.4% | +2.3% | -23.7% | -24.0% |
| 3Y | +19.5% | -23.7% | +43.2% | +29.2% |
| 5Y | +4.1% | -38.9% | +43.0% | +27.7% |
| All | +808.8% | +49.3% | +759.5% | +577.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling