-19.9%
NOW vs O
+39.0%
-58.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.5% |
| 7D | +0.3% | -0.4% | +0.6% | +0.2% |
| 30D | -27.0% | +7.1% | -34.1% | -26.1% |
| 3M | -19.6% | -5.2% | -14.4% | -19.9% |
| 6M | +17.5% | -1.8% | +19.2% | +18.1% |
| YTD | -33.3% | +9.1% | -42.3% | -33.2% |
| 1Y | -39.8% | +9.7% | -49.5% | -39.8% |
| 3Y | -19.9% | +39.1% | -59.1% | -22.7% |
| All | -19.9% | +39.0% | -58.9% | -22.7% |
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