-10.9%
NOW vs SNDU
-24.4%
+13.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -8.3% | +6.3% | -2.3% |
| 7D | -1.7% | +30.7% | -32.4% | -0.6% |
| 30D | -27.4% | -67.1% | +39.7% | -30.7% |
| 3M | -19.4% | -65.1% | +45.7% | -21.7% |
| 6M | +13.1% | -82.0% | +95.1% | +8.0% |
| All | -10.9% | -24.4% | +13.5% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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