+2,771.1%
NOW vs WU
-12.3%
+2,783.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.6% |
| 7D | -2.4% | -0.8% | -1.6% | -2.2% |
| 30D | +20.5% | -1.1% | +21.6% | +20.8% |
| 3M | +18.3% | -3.9% | +22.2% | +18.4% |
| 6M | +24.1% | -20.7% | +44.7% | +33.0% |
| YTD | -7.8% | -18.4% | +10.6% | -2.4% |
| 1Y | -21.4% | -8.1% | -13.3% | -20.9% |
| 3Y | +19.5% | -24.2% | +43.7% | +25.4% |
| 5Y | +4.1% | -50.4% | +54.5% | +26.8% |
| 10Y | +826.4% | -40.0% | +866.5% | +880.4% |
| All | +2,771.1% | -12.3% | +2,783.4% | +2,689.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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