+780.0%
NOW vs UUUU
+495.2%
+284.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.3% | +6.4% | +0.8% |
| 7D | -9.9% | -5.0% | -4.9% | -9.4% |
| 30D | +2.8% | -7.8% | +10.6% | +3.6% |
| 3M | +23.7% | -0.4% | +24.1% | +22.7% |
| 6M | +12.5% | -32.9% | +45.4% | +16.0% |
| YTD | -14.4% | -6.3% | -8.1% | -17.3% |
| 1Y | -29.0% | +7.9% | -36.9% | -34.2% |
| 3Y | +9.3% | +85.2% | -75.9% | -11.8% |
| 5Y | +1.2% | +97.0% | -95.8% | -22.3% |
| All | +780.0% | +495.2% | +284.8% | +402.5% |
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