-40.6%
NOW vs U
+24.4%
-65.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.5% | -5.9% | -1.9% |
| 7D | -3.0% | +36.6% | -39.6% | -12.1% |
| 30D | -26.0% | +13.3% | -39.4% | -29.2% |
| 3M | -13.1% | +26.2% | -39.3% | -19.8% |
| 6M | +14.5% | +88.7% | -74.2% | -6.7% |
| YTD | -33.4% | +16.6% | -50.0% | -42.3% |
| 1Y | -40.6% | +29.0% | -69.6% | -49.4% |
| All | -40.6% | +24.4% | -65.0% | -49.4% |
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