-40.7%
NOW vs U
+24.0%
-64.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -3.1% | +32.3% | -35.4% | -11.4% |
| 30D | -27.0% | +9.7% | -36.8% | -29.5% |
| 3M | -17.7% | +19.6% | -37.3% | -22.9% |
| 6M | +12.7% | +82.6% | -69.9% | -7.6% |
| YTD | -32.9% | +16.4% | -49.4% | -41.9% |
| All | -40.7% | +24.0% | -64.7% | -48.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling