+790.9%
NOW vs SPXU
-99.5%
+890.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -1.7% |
| 7D | -4.1% | +1.3% | -5.4% | -3.4% |
| 30D | +2.9% | +5.1% | -2.2% | +5.5% |
| 3M | +22.6% | -9.1% | +31.7% | +18.3% |
| 6M | +7.5% | -29.6% | +37.1% | -6.2% |
| YTD | -14.4% | -27.7% | +13.3% | -24.1% |
| 1Y | -29.8% | -37.0% | +7.2% | -40.9% |
| 3Y | +9.2% | -80.2% | +89.4% | -36.7% |
| 5Y | +0.8% | -86.0% | +86.8% | -35.7% |
| 10Y | +790.9% | -99.5% | +890.5% | +89.5% |
| All | +790.9% | -99.5% | +890.5% | +89.5% |
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