-40.7%
NOW vs UL
-0.5%
-40.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.8% |
| 7D | -3.1% | +0.3% | -3.3% | -3.1% |
| 30D | -27.0% | +7.0% | -34.0% | -27.3% |
| 3M | -17.7% | +5.8% | -23.5% | -18.0% |
| 6M | +12.7% | +16.1% | -3.4% | +14.7% |
| YTD | -32.9% | +4.5% | -37.4% | -35.0% |
| All | -40.7% | -0.5% | -40.2% | -42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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