+1,988.6%
NOW vs UUUU
-37.0%
+2,025.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.8% | +0.3% | +2.8% |
| 7D | -5.6% | -3.5% | -2.1% | -5.2% |
| 30D | -26.8% | -28.3% | +1.5% | -24.1% |
| 3M | -19.4% | -53.1% | +33.7% | -12.8% |
| 6M | +12.3% | -68.6% | +80.9% | +26.2% |
| YTD | -32.9% | -52.3% | +19.4% | -30.1% |
| 1Y | -40.3% | -55.8% | +15.5% | -37.4% |
| 3Y | -19.1% | -12.3% | -6.8% | -27.1% |
| 5Y | -24.4% | -36.9% | +12.5% | -31.9% |
| 10Y | +521.8% | +388.0% | +133.8% | +304.3% |
| All | +1,988.6% | -37.0% | +2,025.6% | +1,400.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling