+790.9%
NOW vs SRE
+118.9%
+672.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.2% |
| 7D | -4.1% | +1.5% | -5.6% | -4.5% |
| 30D | +2.9% | +0.8% | +2.0% | +2.4% |
| 3M | +22.6% | -5.8% | +28.3% | +24.1% |
| 6M | +7.5% | -7.8% | +15.3% | +8.8% |
| YTD | -14.4% | -2.4% | -12.1% | -15.3% |
| 1Y | -29.8% | +8.9% | -38.7% | -33.3% |
| 3Y | +9.2% | +31.1% | -21.8% | -5.9% |
| 5Y | +0.8% | +48.6% | -47.8% | -17.5% |
| 10Y | +790.9% | +126.1% | +664.8% | +543.2% |
| All | +790.9% | +118.9% | +672.0% | +543.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 10y: compounded portfolio wealth divided by compounded SRE 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…
10y analysis · Full analysis span regression · 6 months rolling