-42.5%
NOW vs OMC
+24.9%
-67.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.4% | -3.2% |
| 7D | -8.7% | +6.8% | -15.6% | -11.4% |
| 30D | -29.3% | +16.2% | -45.4% | -34.4% |
| 3M | -21.8% | +6.0% | -27.9% | -23.9% |
| 6M | +9.2% | +17.7% | -8.5% | +1.3% |
| YTD | -35.0% | +13.5% | -48.4% | -39.1% |
| 1Y | -42.5% | +27.2% | -69.7% | -47.2% |
| All | -42.5% | +24.9% | -67.4% | -47.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling