+504.4%
NOW vs COO
+40.1%
+464.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.9% | -1.4% |
| 7D | -1.7% | -2.1% | +0.4% | -0.6% |
| 30D | -27.4% | +13.9% | -41.3% | -32.3% |
| 3M | -19.4% | -18.9% | -0.5% | -11.4% |
| 6M | +13.1% | +3.7% | +9.4% | +8.1% |
| YTD | -34.3% | -24.1% | -10.2% | -25.9% |
| 1Y | -41.8% | -14.2% | -27.5% | -38.8% |
| 3Y | -20.7% | -24.5% | +3.7% | -15.9% |
| 5Y | -27.2% | -40.4% | +13.2% | -11.1% |
| All | +504.4% | +40.1% | +464.4% | +321.5% |
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