+514.0%
NOW vs UUUU
+370.7%
+143.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.8% |
| 7D | +0.3% | -1.1% | +1.3% | +0.3% |
| 30D | -27.0% | -21.0% | -6.0% | -24.8% |
| 3M | -19.6% | -54.8% | +35.2% | -11.8% |
| 6M | +17.5% | -67.3% | +84.8% | +33.1% |
| YTD | -33.3% | -54.7% | +21.4% | -29.8% |
| 1Y | -39.8% | -57.4% | +17.6% | -36.5% |
| 3Y | -19.9% | -19.6% | -0.3% | -28.7% |
| 5Y | -26.1% | -40.0% | +14.0% | -34.9% |
| All | +514.0% | +370.7% | +143.3% | +283.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling