-40.7%
NOW vs URA
-27.8%
-12.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.2% | -5.4% | +0.7% |
| 7D | -3.1% | +4.3% | -7.3% | -3.1% |
| 30D | -27.0% | -11.7% | -15.3% | -27.2% |
| 3M | -17.7% | -23.5% | +5.8% | -18.4% |
| 6M | +12.7% | -37.8% | +50.5% | +13.0% |
| YTD | -32.9% | -19.6% | -13.3% | -34.0% |
| All | -40.7% | -27.8% | -12.9% | -40.7% |
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