+506.3%
NOW vs SPXU
-99.5%
+605.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.2% | -2.6% |
| 7D | -8.7% | +0.5% | -9.2% | -7.9% |
| 30D | -29.3% | +10.9% | -40.2% | -25.1% |
| 3M | -21.8% | +9.6% | -31.4% | -17.3% |
| 6M | +9.2% | -4.7% | +13.9% | +9.6% |
| YTD | -35.0% | -24.6% | -10.4% | -40.5% |
| 1Y | -42.5% | -24.7% | -17.8% | -47.3% |
| 3Y | -21.5% | -80.0% | +58.5% | -54.3% |
| 5Y | -25.8% | -83.5% | +57.7% | -49.0% |
| 10Y | +506.3% | -99.5% | +605.8% | +20.0% |
| All | +506.3% | -99.5% | +605.8% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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