+2,771.1%
NOW vs OMC
+171.9%
+2,599.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -1.9% |
| 7D | -2.4% | -6.4% | +4.0% | +0.5% |
| 30D | +20.5% | +1.1% | +19.4% | +20.2% |
| 3M | +18.3% | +10.4% | +7.9% | +13.7% |
| 6M | +24.1% | -1.7% | +25.8% | +25.2% |
| YTD | -7.8% | +4.4% | -12.2% | -9.9% |
| 1Y | -21.4% | +8.4% | -29.8% | -24.8% |
| 3Y | +19.5% | +14.4% | +5.1% | +9.5% |
| 5Y | +4.1% | +33.9% | -29.8% | -12.0% |
| 10Y | +826.4% | +34.9% | +791.6% | +633.7% |
| All | +2,771.1% | +171.9% | +2,599.3% | +1,365.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling