+18.3%
NOW vs O
+28.8%
-10.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -3.0% |
| 7D | -2.4% | -0.7% | -1.6% | -2.4% |
| 30D | +20.5% | -1.9% | +22.4% | +20.4% |
| 3M | +18.3% | +3.8% | +14.5% | +19.1% |
| 6M | +24.1% | -4.7% | +28.8% | +24.2% |
| YTD | -7.8% | +12.5% | -20.3% | -8.4% |
| 1Y | -21.4% | +10.8% | -32.2% | -21.8% |
| All | +18.3% | +28.8% | -10.6% | +17.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling