-25.7%
NOW vs TRU
-25.5%
-0.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | -0.5% |
| 7D | -3.1% | +4.9% | -8.0% | -5.6% |
| 30D | -27.0% | +26.9% | -54.0% | -36.3% |
| 3M | -17.7% | +4.0% | -21.7% | -20.1% |
| 6M | +12.7% | +15.8% | -3.1% | +3.6% |
| YTD | -32.9% | -2.6% | -30.3% | -33.4% |
| 1Y | -40.4% | +3.9% | -44.2% | -42.8% |
| 3Y | -17.1% | +59.2% | -76.3% | -40.3% |
| 5Y | -25.7% | -25.7% | 0.0% | -4.8% |
| All | -25.7% | -25.5% | -0.2% | -4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling