+2,771.1%
NOW vs URI
+3,023.9%
-252.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -3.5% |
| 7D | -2.4% | -2.0% | -0.4% | -1.7% |
| 30D | +20.5% | -12.9% | +33.5% | +25.7% |
| 3M | +18.3% | -6.7% | +25.1% | +19.5% |
| 6M | +24.1% | +19.0% | +5.1% | +11.4% |
| YTD | -7.8% | +25.5% | -33.3% | -19.4% |
| 1Y | -21.4% | +5.5% | -26.9% | -27.2% |
| 3Y | +19.5% | +111.3% | -91.8% | -16.4% |
| 5Y | +4.1% | +198.6% | -194.5% | -36.9% |
| 10Y | +826.4% | +1,179.9% | -353.5% | +186.2% |
| All | +2,771.1% | +3,023.9% | -252.8% | +578.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling