-28.6%
NOW vs SPXU
-38.3%
+9.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.7% | -6.7% | -4.6% |
| 7D | -6.1% | -1.5% | -4.6% | -6.3% |
| 30D | +7.5% | +3.7% | +3.7% | +8.5% |
| 3M | +17.5% | -9.6% | +27.1% | +16.0% |
| 6M | +7.9% | -32.4% | +40.3% | +1.9% |
| YTD | -12.4% | -28.7% | +16.3% | -15.8% |
| 1Y | -28.6% | -38.2% | +9.7% | -36.1% |
| All | -28.6% | -38.3% | +9.7% | -36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling