+521.8%
NOW vs MO
+148.6%
+373.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.4% | +1.8% | +3.0% |
| 7D | -5.6% | -0.8% | -4.8% | -5.5% |
| 30D | -26.8% | +8.0% | -34.8% | -27.6% |
| 3M | -19.4% | +20.9% | -40.3% | -21.6% |
| 6M | +12.3% | +16.3% | -4.0% | +9.9% |
| YTD | -32.9% | +40.7% | -73.6% | -36.4% |
| 1Y | -40.3% | +41.5% | -81.8% | -43.5% |
| 3Y | -19.1% | +141.5% | -160.6% | -32.0% |
| 5Y | -24.4% | +153.1% | -177.4% | -38.5% |
| 10Y | +521.8% | +149.3% | +372.5% | +339.9% |
| All | +521.8% | +148.6% | +373.2% | +339.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling