+521.8%
NOW vs TRU
+186.2%
+335.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.2% | +3.2% |
| 7D | -5.6% | 0.0% | -5.5% | -5.6% |
| 30D | -26.8% | +24.3% | -51.0% | -35.6% |
| 3M | -19.4% | +2.3% | -21.7% | -21.2% |
| 6M | +12.3% | +17.7% | -5.4% | +2.0% |
| YTD | -32.9% | -3.8% | -29.1% | -32.9% |
| 1Y | -40.3% | -0.3% | -40.0% | -41.5% |
| 3Y | -19.1% | +58.4% | -77.5% | -42.4% |
| 5Y | -24.4% | -24.0% | -0.4% | -19.8% |
| 10Y | +521.8% | +187.9% | +333.9% | +231.6% |
| All | +521.8% | +186.2% | +335.6% | +231.6% |
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