+506.3%
NOW vs TRU
+174.2%
+332.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.4% |
| 7D | -8.7% | +4.6% | -13.3% | -11.1% |
| 30D | -29.3% | +25.4% | -54.7% | -38.1% |
| 3M | -21.8% | +4.0% | -25.8% | -24.2% |
| 6M | +9.2% | +14.5% | -5.2% | +0.6% |
| YTD | -35.0% | -3.7% | -31.2% | -35.0% |
| 1Y | -42.5% | +2.8% | -45.3% | -44.6% |
| 3Y | -21.5% | +58.5% | -80.1% | -44.2% |
| 5Y | -25.8% | -25.0% | -0.7% | -20.6% |
| 10Y | +506.3% | +186.0% | +320.3% | +226.5% |
| All | +506.3% | +174.2% | +332.2% | +226.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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