-40.7%
NOW vs O
+10.4%
-51.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +1.3% |
| 7D | -3.1% | +3.3% | -6.4% | -1.0% |
| 30D | -27.0% | +10.3% | -37.4% | -22.3% |
| 3M | -17.7% | -3.5% | -14.2% | -18.9% |
| 6M | +12.7% | -1.3% | +14.0% | +14.7% |
| YTD | -32.9% | +10.3% | -43.2% | -27.8% |
| All | -40.7% | +10.4% | -51.1% | -36.8% |
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