-28.6%
NOW vs OMC
+5.6%
-34.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.8% | -3.2% | -4.1% |
| 7D | -6.1% | -5.8% | -0.3% | -3.4% |
| 30D | +7.5% | -4.8% | +12.3% | +10.2% |
| 3M | +17.5% | +9.2% | +8.3% | +14.0% |
| 6M | +7.9% | -2.5% | +10.4% | +8.0% |
| YTD | -12.4% | +2.6% | -14.9% | -13.7% |
| 1Y | -28.6% | +5.9% | -34.5% | -30.3% |
| All | -28.6% | +5.6% | -34.2% | -30.3% |
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