-39.8%
NOW vs URA
-29.3%
-10.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +1.6% |
| 7D | +0.3% | -1.5% | +1.8% | +0.3% |
| 30D | -27.0% | -10.4% | -16.5% | -26.9% |
| 3M | -19.6% | -29.6% | +10.0% | -20.3% |
| 6M | +17.5% | -40.3% | +57.7% | +17.6% |
| YTD | -33.3% | -25.5% | -7.8% | -34.1% |
| 1Y | -39.8% | -26.4% | -13.4% | -40.2% |
| All | -39.8% | -29.3% | -10.5% | -40.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling