+506.3%
NOW vs ON
+512.2%
-5.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.3% |
| 7D | -8.7% | -4.1% | -4.6% | -7.9% |
| 30D | -29.3% | -10.2% | -19.1% | -27.5% |
| 3M | -21.8% | -12.7% | -9.1% | -19.9% |
| 6M | +9.2% | -32.5% | +41.8% | +13.8% |
| YTD | -35.0% | +28.6% | -63.5% | -46.6% |
| 1Y | -42.5% | +43.4% | -85.9% | -54.7% |
| 3Y | -21.5% | +3.3% | -24.8% | -37.0% |
| 5Y | -25.8% | +22.5% | -48.3% | -46.8% |
| 10Y | +506.3% | +535.7% | -29.4% | +102.3% |
| All | +506.3% | +512.2% | -5.9% | +102.3% |
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