+504.6%
NOW vs COO
+40.7%
+463.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.5% | -1.7% | -0.5% |
| 7D | -3.1% | +4.3% | -7.4% | -5.2% |
| 30D | -27.0% | +17.6% | -44.6% | -33.1% |
| 3M | -17.7% | -13.9% | -3.8% | -12.3% |
| 6M | +12.7% | +6.6% | +6.2% | +6.2% |
| YTD | -32.9% | -22.0% | -10.9% | -25.4% |
| 1Y | -40.4% | -8.8% | -31.6% | -39.4% |
| 3Y | -17.1% | -21.5% | +4.4% | -13.9% |
| 5Y | -25.7% | -41.0% | +15.3% | -8.7% |
| 10Y | +504.6% | +40.9% | +463.7% | +351.8% |
| All | +504.6% | +40.7% | +463.9% | +351.8% |
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