-27.2%
NOW vs U
-72.6%
+45.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.1% | -3.1% | -2.3% |
| 7D | -1.7% | +2.8% | -4.5% | -2.5% |
| 30D | -27.4% | +7.6% | -35.0% | -29.5% |
| 3M | -19.4% | +12.7% | -32.1% | -22.9% |
| 6M | +13.1% | +87.0% | -73.9% | -6.1% |
| YTD | -34.3% | +13.6% | -47.9% | -39.6% |
| 1Y | -41.8% | +25.3% | -67.0% | -48.1% |
| 3Y | -20.7% | +85.8% | -106.5% | -43.7% |
| 5Y | -27.2% | -74.5% | +47.3% | +1.0% |
| All | -27.2% | -72.6% | +45.4% | +1.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling