+2,771.1%
NOW vs MO
+376.3%
+2,394.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.8% |
| 7D | -2.4% | +0.3% | -2.7% | -2.4% |
| 30D | +20.5% | +0.6% | +19.9% | +20.3% |
| 3M | +18.3% | -1.0% | +19.3% | +18.5% |
| 6M | +24.1% | +4.3% | +19.7% | +22.7% |
| YTD | -7.8% | +23.3% | -31.1% | -11.6% |
| 1Y | -21.4% | +10.5% | -31.9% | -23.3% |
| 3Y | +19.5% | +96.3% | -76.7% | +2.0% |
| 5Y | +4.1% | +98.9% | -94.8% | -12.9% |
| 10Y | +826.4% | +103.6% | +722.8% | +612.5% |
| All | +2,771.1% | +376.3% | +2,394.8% | +1,567.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling