+13.4%
NOW vs U
-31.4%
+44.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -3.1% | +32.3% | -35.4% | -10.9% |
| 30D | -27.0% | +9.7% | -36.8% | -29.5% |
| 3M | -17.7% | +19.6% | -37.3% | -22.5% |
| 6M | +12.7% | +82.6% | -69.9% | -5.8% |
| YTD | -32.9% | +16.4% | -49.4% | -38.7% |
| 1Y | -40.4% | +28.5% | -68.9% | -47.2% |
| 3Y | -17.1% | +103.8% | -120.9% | -42.4% |
| 5Y | -25.7% | -70.0% | +44.4% | -20.6% |
| All | +13.4% | -31.4% | +44.8% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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