-40.3%
NOW vs COO
-11.7%
-28.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.2% | +3.3% |
| 7D | -5.6% | -2.3% | -3.2% | -5.2% |
| 30D | -26.8% | +13.3% | -40.1% | -28.5% |
| 3M | -19.4% | -18.1% | -1.3% | -16.0% |
| 6M | +12.3% | +6.7% | +5.6% | +11.8% |
| YTD | -32.9% | -23.2% | -9.7% | -27.6% |
| 1Y | -40.3% | -12.3% | -28.0% | -37.9% |
| All | -40.3% | -11.7% | -28.6% | -37.9% |
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 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