-26.0%
NOW vs URA
+27.0%
-53.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.3% | -0.7% | -4.5% |
| 7D | -6.7% | -13.3% | +6.6% | -2.9% |
| 30D | -25.8% | -25.9% | +0.1% | -19.5% |
| 3M | -12.7% | -27.8% | +15.1% | -5.2% |
| 6M | +11.2% | -42.8% | +54.1% | +27.8% |
| YTD | -33.2% | -27.5% | -5.7% | -31.1% |
| 1Y | -41.8% | -35.1% | -6.7% | -37.8% |
| 3Y | -15.7% | +31.1% | -46.7% | -37.2% |
| 5Y | -26.0% | +29.8% | -55.8% | -49.2% |
| All | -26.0% | +27.0% | -53.0% | -49.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling