+504.4%
NOW vs OMC
+51.0%
+453.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.3% | -1.3% |
| 7D | -1.7% | -0.3% | -1.4% | -1.6% |
| 30D | -27.4% | +10.6% | -38.0% | -30.3% |
| 3M | -19.4% | +2.6% | -22.0% | -20.4% |
| 6M | +13.1% | +16.6% | -3.5% | +6.8% |
| YTD | -34.3% | +10.9% | -45.2% | -37.1% |
| 1Y | -41.8% | +22.1% | -63.8% | -46.1% |
| 3Y | -20.7% | +27.5% | -48.2% | -28.8% |
| 5Y | -27.2% | +50.6% | -77.8% | -37.9% |
| All | +504.4% | +51.0% | +453.4% | +397.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 10y: compounded portfolio wealth divided by compounded OMC 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…
10y analysis · Full analysis span regression · 6 months rolling