+822.5%
NOW vs URA
+356.0%
+466.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.2% |
| 7D | -2.4% | +1.1% | -3.5% | -2.7% |
| 30D | +20.5% | +7.4% | +13.1% | +17.8% |
| 3M | +18.3% | -8.4% | +26.7% | +20.3% |
| 6M | +24.1% | -12.7% | +36.8% | +26.2% |
| YTD | -7.8% | +7.8% | -15.6% | -13.8% |
| 1Y | -21.4% | +19.5% | -40.8% | -30.2% |
| 3Y | +19.5% | +116.4% | -96.9% | -17.6% |
| 5Y | +4.1% | +134.3% | -130.2% | -32.7% |
| All | +822.5% | +356.0% | +466.6% | +362.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling