+1,972.6%
NOW vs OMC
+187.1%
+1,785.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | 0.0% |
| 7D | -3.0% | +6.3% | -9.3% | -5.5% |
| 30D | -26.0% | +15.4% | -41.4% | -30.9% |
| 3M | -13.1% | +5.8% | -18.9% | -15.5% |
| 6M | +14.5% | +14.7% | -0.2% | +7.4% |
| YTD | -33.4% | +10.3% | -43.7% | -36.8% |
| 1Y | -40.6% | +23.2% | -63.9% | -46.3% |
| 3Y | -16.3% | +24.6% | -40.9% | -26.5% |
| 5Y | -26.3% | +50.1% | -76.4% | -40.8% |
| 10Y | +512.7% | +54.3% | +458.5% | +339.8% |
| All | +1,972.6% | +187.1% | +1,785.4% | +927.1% |
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