+504.4%
NOW vs UUUU
+377.1%
+127.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.6% | +1.6% | -1.6% |
| 7D | -1.7% | +1.4% | -3.0% | -1.9% |
| 30D | -27.4% | -27.9% | +0.6% | -24.5% |
| 3M | -19.4% | -53.8% | +34.4% | -11.8% |
| 6M | +13.1% | -68.1% | +81.2% | +28.5% |
| YTD | -34.3% | -54.1% | +19.8% | -31.0% |
| 1Y | -41.8% | -57.8% | +16.0% | -38.4% |
| 3Y | -20.7% | -15.4% | -5.3% | -30.0% |
| 5Y | -27.2% | -39.2% | +12.0% | -36.0% |
| All | +504.4% | +377.1% | +127.3% | +276.4% |
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