+18.3%
NOW vs U
+13.4%
+4.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.7% |
| 7D | -2.4% | -3.8% | +1.4% | -1.5% |
| 30D | +20.5% | +17.5% | +3.1% | +15.9% |
| 3M | +18.3% | +38.7% | -20.4% | +9.5% |
| 6M | +24.1% | +104.4% | -80.4% | +6.3% |
| YTD | -7.8% | -5.7% | -2.1% | -10.2% |
| 1Y | -21.4% | +3.7% | -25.1% | -25.5% |
| All | +18.3% | +13.4% | +4.9% | -1.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling