-16.0%
NOW vs URI
+136.1%
-152.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -7.1% | +1.2% | -5.0% |
| 7D | -6.7% | -12.9% | +6.3% | -5.1% |
| 30D | -25.8% | -3.4% | -22.4% | -25.6% |
| 3M | -12.7% | -10.0% | -2.7% | -11.8% |
| 6M | +11.2% | +12.2% | -0.9% | +7.6% |
| YTD | -33.2% | +29.8% | -62.9% | -39.0% |
| 1Y | -41.8% | +24.6% | -66.4% | -46.0% |
| All | -16.0% | +136.1% | -152.1% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 3y: compounded portfolio wealth divided by compounded URI 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…
3y analysis · Full analysis span regression · 6 months rolling