+0.8%
NOW vs UUUU
+132.1%
-131.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.2% |
| 7D | -4.1% | +1.8% | -5.9% | -4.3% |
| 30D | +2.9% | +1.8% | +1.1% | +2.4% |
| 3M | +22.6% | +1.3% | +21.3% | +21.4% |
| 6M | +7.5% | -26.8% | +34.3% | +10.0% |
| YTD | -14.4% | +0.1% | -14.5% | -18.8% |
| 1Y | -29.8% | +11.2% | -41.0% | -36.5% |
| 3Y | +9.2% | +97.7% | -88.4% | -18.7% |
| 5Y | +0.8% | +127.3% | -126.5% | -30.3% |
| All | +0.8% | +132.1% | -131.2% | -30.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling