+13.0%
NOW vs U
-34.9%
+47.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +14.9% | -20.9% | -10.0% |
| 7D | -6.7% | +24.3% | -30.9% | -12.6% |
| 30D | -25.8% | +8.6% | -34.4% | -28.1% |
| 3M | -12.7% | +37.6% | -50.3% | -21.1% |
| 6M | +11.2% | +78.5% | -67.2% | -6.5% |
| YTD | -33.2% | +10.5% | -43.7% | -38.0% |
| 1Y | -41.8% | +15.2% | -57.0% | -46.9% |
| 3Y | -15.7% | +76.6% | -92.2% | -39.0% |
| 5Y | -26.0% | -67.9% | +41.8% | -22.5% |
| All | +13.0% | -34.9% | +47.9% | -3.1% |
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