+504.6%
NOW vs ON
+527.7%
-23.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.2% | -8.4% | -1.6% |
| 7D | -3.1% | -1.4% | -1.6% | -2.9% |
| 30D | -27.0% | -10.9% | -16.2% | -25.0% |
| 3M | -17.7% | -14.9% | -2.9% | -15.1% |
| 6M | +12.7% | -33.0% | +45.7% | +17.6% |
| YTD | -32.9% | +27.6% | -60.5% | -44.8% |
| 1Y | -40.4% | +44.5% | -84.9% | -53.2% |
| 3Y | -17.1% | +7.4% | -24.5% | -34.4% |
| 5Y | -25.7% | +18.7% | -44.4% | -46.2% |
| 10Y | +504.6% | +516.0% | -11.3% | +102.1% |
| All | +504.6% | +527.7% | -23.1% | +102.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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