-38.7%
NOW vs USAR
-49.3%
+10.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.9% | +5.5% | -0.1% |
| 7D | -27.5% | -21.8% | -5.8% | -26.9% |
| 30D | -20.0% | -39.9% | +19.9% | -18.5% |
| 3M | -7.9% | -52.5% | +44.6% | -5.5% |
| 6M | +18.3% | -67.9% | +86.3% | +24.1% |
| YTD | -29.0% | -31.1% | +2.1% | -29.4% |
| 1Y | -38.7% | -49.8% | +11.1% | -36.9% |
| All | -38.7% | -49.3% | +10.6% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling