+795.0%
NOW vs TRU
+238.0%
+557.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -5.9% | +3.0% | +0.3% |
| 7D | -2.4% | -6.8% | +4.4% | +1.5% |
| 30D | +20.5% | 0.0% | +20.5% | +20.7% |
| 3M | +18.3% | +13.3% | +5.0% | +10.8% |
| 6M | +24.1% | +3.4% | +20.6% | +22.1% |
| YTD | -7.8% | -6.4% | -1.4% | -5.3% |
| 1Y | -21.4% | -9.7% | -11.7% | -18.6% |
| 3Y | +19.5% | +0.1% | +19.4% | +9.5% |
| 5Y | +4.1% | -34.0% | +38.1% | +20.0% |
| 10Y | +826.4% | +147.9% | +678.5% | +420.5% |
| All | +795.0% | +238.0% | +557.0% | +344.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling