+2,771.1%
NOW vs UUUU
+31.5%
+2,739.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.1% |
| 7D | -2.4% | -1.4% | -1.0% | -2.2% |
| 30D | +20.5% | +16.3% | +4.2% | +18.2% |
| 3M | +18.3% | -16.7% | +35.0% | +20.0% |
| 6M | +24.1% | -33.7% | +57.7% | +27.7% |
| YTD | -7.8% | -0.5% | -7.3% | -11.2% |
| 1Y | -21.4% | +28.9% | -50.2% | -28.1% |
| 3Y | +19.5% | +99.9% | -80.3% | -2.0% |
| 5Y | +4.1% | +135.3% | -131.2% | -19.2% |
| 10Y | +826.4% | +518.4% | +308.0% | +476.0% |
| All | +2,771.1% | +31.5% | +2,739.6% | +1,805.8% |
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