+1,988.6%
NOW vs O
+189.9%
+1,798.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.1% | +3.1% | +3.1% |
| 7D | -5.6% | +0.6% | -6.2% | -5.7% |
| 30D | -26.8% | +9.4% | -36.2% | -28.8% |
| 3M | -19.4% | -2.4% | -17.0% | -19.0% |
| 6M | +12.3% | -1.9% | +14.2% | +12.5% |
| YTD | -32.9% | +10.5% | -43.4% | -35.7% |
| 1Y | -40.3% | +10.0% | -50.3% | -42.7% |
| 3Y | -19.1% | +40.5% | -59.5% | -29.5% |
| 5Y | -24.4% | +10.2% | -34.6% | -28.2% |
| 10Y | +521.8% | +82.5% | +439.4% | +413.0% |
| All | +1,988.6% | +189.9% | +1,798.7% | +1,338.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling