-26.0%
NOW vs URI
+178.2%
-204.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -7.1% | +1.2% | -3.8% |
| 7D | -6.7% | -12.9% | +6.3% | -2.7% |
| 30D | -25.8% | -3.4% | -22.4% | -25.3% |
| 3M | -12.7% | -10.0% | -2.7% | -10.5% |
| 6M | +11.2% | +12.2% | -0.9% | +4.3% |
| YTD | -33.2% | +29.8% | -62.9% | -43.3% |
| 1Y | -41.8% | +24.6% | -66.4% | -49.8% |
| 3Y | -15.7% | +137.6% | -153.2% | -51.1% |
| 5Y | -26.0% | +176.6% | -202.7% | -63.9% |
| All | -26.0% | +178.2% | -204.2% | -63.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling