+1,980.5%
NOW vs O
+189.5%
+1,790.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.5% | -6.4% | -6.1% |
| 7D | -6.7% | +4.5% | -11.2% | -7.9% |
| 30D | -25.8% | +10.2% | -36.0% | -28.0% |
| 3M | -12.7% | -3.8% | -8.9% | -11.9% |
| 6M | +11.2% | -3.8% | +15.1% | +12.0% |
| YTD | -33.2% | +10.3% | -43.5% | -35.9% |
| 1Y | -41.8% | +11.9% | -53.7% | -44.5% |
| 3Y | -15.7% | +38.1% | -53.8% | -26.1% |
| 5Y | -26.0% | +11.1% | -37.1% | -30.0% |
| 10Y | +515.1% | +72.7% | +442.3% | +412.7% |
| All | +1,980.5% | +189.5% | +1,790.9% | +1,332.9% |
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 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