+2,771.1%
NOW vs O
+195.2%
+2,576.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.7% |
| 7D | -2.4% | -0.7% | -1.6% | -2.2% |
| 30D | +20.5% | -1.9% | +22.4% | +21.2% |
| 3M | +18.3% | +3.8% | +14.5% | +17.0% |
| 6M | +24.1% | -4.7% | +28.8% | +25.3% |
| YTD | -7.8% | +12.5% | -20.3% | -11.9% |
| 1Y | -21.4% | +10.8% | -32.2% | -24.6% |
| 3Y | +19.5% | +28.8% | -9.2% | +7.5% |
| 5Y | +4.1% | +13.2% | -9.1% | -1.8% |
| 10Y | +826.4% | +53.5% | +773.0% | +690.1% |
| All | +2,771.1% | +195.2% | +2,576.0% | +1,870.9% |
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