+790.9%
NOW vs TRU
+146.7%
+644.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.9% |
| 7D | -4.1% | -6.5% | +2.4% | -0.4% |
| 30D | +2.9% | -2.5% | +5.4% | +4.6% |
| 3M | +22.6% | +10.4% | +12.2% | +16.6% |
| 6M | +7.5% | +1.6% | +5.9% | +6.9% |
| YTD | -14.4% | -9.7% | -4.7% | -10.3% |
| 1Y | -29.8% | -17.3% | -12.5% | -23.7% |
| 3Y | +9.2% | -1.8% | +11.1% | +1.1% |
| 5Y | +0.8% | -36.2% | +37.0% | +19.4% |
| 10Y | +790.9% | +143.2% | +647.7% | +432.3% |
| All | +790.9% | +146.7% | +644.3% | +432.3% |
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