+55.9%
NOW vs U
-44.5%
+100.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.7% |
| 7D | -2.4% | -3.8% | +1.4% | -1.3% |
| 30D | +20.5% | +17.5% | +3.1% | +14.9% |
| 3M | +18.3% | +38.7% | -20.4% | +7.6% |
| 6M | +24.1% | +104.4% | -80.4% | +1.5% |
| YTD | -7.8% | -5.7% | -2.1% | -9.8% |
| 1Y | -21.4% | +3.7% | -25.1% | -26.3% |
| 3Y | +19.5% | +12.3% | +7.2% | -0.6% |
| 5Y | +4.1% | -68.8% | +72.9% | +10.8% |
| All | +55.9% | -44.5% | +100.3% | +41.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling