-38.7%
NOW vs MO
+45.9%
-84.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | +0.1% |
| 7D | -27.5% | +6.9% | -34.4% | -25.7% |
| 30D | -20.0% | +14.9% | -35.0% | -17.5% |
| 3M | -7.9% | +16.4% | -24.3% | -5.1% |
| 6M | +18.3% | +9.6% | +8.7% | +22.8% |
| YTD | -29.0% | +41.8% | -70.8% | -17.9% |
| 1Y | -38.7% | +45.3% | -84.0% | -28.9% |
| All | -38.7% | +45.9% | -84.6% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 MO 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