-29.0%
NOW vs TRU
-17.5%
-11.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -1.9% |
| 7D | -4.1% | -6.5% | +2.4% | -0.3% |
| 30D | +2.9% | -2.5% | +5.4% | +4.8% |
| 3M | +22.6% | +10.4% | +12.2% | +17.2% |
| 6M | +7.5% | +1.6% | +5.9% | +5.6% |
| YTD | -14.4% | -9.7% | -4.7% | -14.4% |
| All | -29.0% | -17.5% | -11.5% | -29.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling