+790.0%
NOW vs O
+50.0%
+740.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.9% |
| 7D | -6.1% | -0.6% | -5.5% | -5.9% |
| 30D | +7.5% | -2.0% | +9.4% | +8.2% |
| 3M | +17.5% | +3.0% | +14.5% | +16.5% |
| 6M | +7.9% | -3.6% | +11.6% | +8.7% |
| YTD | -12.4% | +12.1% | -24.4% | -16.5% |
| 1Y | -28.6% | +8.9% | -37.4% | -31.3% |
| 3Y | +11.8% | +30.3% | -18.5% | -0.9% |
| 5Y | +2.6% | +13.7% | -11.1% | -3.9% |
| 10Y | +790.0% | +50.3% | +739.7% | +680.4% |
| All | +790.0% | +50.0% | +740.0% | +680.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling