-25.7%
NOW vs URI
+199.0%
-224.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.9% | -6.1% | -1.3% |
| 7D | -3.1% | -4.0% | +1.0% | -2.0% |
| 30D | -27.0% | +6.8% | -33.8% | -28.8% |
| 3M | -17.7% | -2.8% | -14.9% | -17.6% |
| 6M | +12.7% | +20.9% | -8.2% | +3.4% |
| YTD | -32.9% | +40.2% | -73.2% | -44.5% |
| 1Y | -40.4% | +34.1% | -74.5% | -49.6% |
| 3Y | -17.1% | +164.1% | -181.2% | -53.8% |
| 5Y | -25.7% | +199.3% | -225.0% | -63.4% |
| All | -25.7% | +199.0% | -224.6% | -63.4% |
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