-21.4%
NOW vs O
+11.2%
-32.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -3.3% |
| 7D | -2.4% | -0.7% | -1.6% | -2.7% |
| 30D | +20.5% | -1.9% | +22.4% | +19.5% |
| 3M | +18.3% | +3.8% | +14.5% | +23.3% |
| 6M | +24.1% | -4.7% | +28.8% | +22.3% |
| YTD | -7.8% | +12.5% | -20.3% | -6.8% |
| 1Y | -21.4% | +10.8% | -32.2% | -20.5% |
| All | -21.4% | +11.2% | -32.6% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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