+504.4%
NOW vs O
+82.2%
+422.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.9% |
| 7D | -1.7% | -0.4% | -1.3% | -1.5% |
| 30D | -27.4% | +8.3% | -35.7% | -29.3% |
| 3M | -19.4% | -4.0% | -15.5% | -18.6% |
| 6M | +13.1% | -2.6% | +15.7% | +13.6% |
| YTD | -34.3% | +9.9% | -44.2% | -37.2% |
| 1Y | -41.8% | +9.8% | -51.6% | -44.3% |
| 3Y | -20.7% | +39.7% | -60.4% | -31.9% |
| 5Y | -27.2% | +9.2% | -36.4% | -31.1% |
| All | +504.4% | +82.2% | +422.2% | +403.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling