+506.3%
NOW vs COO
+38.3%
+468.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.8% |
| 7D | -8.7% | +4.5% | -13.3% | -10.9% |
| 30D | -29.3% | +16.9% | -46.2% | -35.0% |
| 3M | -21.8% | -16.7% | -5.1% | -15.3% |
| 6M | +9.2% | +5.9% | +3.3% | +3.3% |
| YTD | -35.0% | -22.4% | -12.5% | -27.5% |
| 1Y | -42.5% | -10.1% | -32.4% | -41.1% |
| 3Y | -21.5% | -22.8% | +1.2% | -17.7% |
| 5Y | -25.8% | -41.4% | +15.6% | -8.5% |
| 10Y | +506.3% | +41.3% | +465.1% | +353.9% |
| All | +506.3% | +38.3% | +468.0% | +353.9% |
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