+504.6%
NOW vs O
+69.9%
+434.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.5% |
| 7D | -3.1% | +3.3% | -6.4% | -4.1% |
| 30D | -27.0% | +10.3% | -37.4% | -29.5% |
| 3M | -17.7% | -3.5% | -14.2% | -17.0% |
| 6M | +12.7% | -1.3% | +14.0% | +12.7% |
| YTD | -32.9% | +10.3% | -43.2% | -36.0% |
| 1Y | -40.4% | +10.4% | -50.8% | -43.1% |
| 3Y | -17.1% | +40.0% | -57.1% | -28.9% |
| 5Y | -25.7% | +12.4% | -38.0% | -30.3% |
| 10Y | +504.6% | +78.2% | +426.4% | +396.9% |
| All | +504.6% | +69.9% | +434.7% | +396.9% |
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