+780.0%
NOW vs SU
+267.8%
+512.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.2% | +0.1% |
| 7D | -9.9% | +1.7% | -11.6% | -10.2% |
| 30D | +2.8% | +9.6% | -6.8% | +1.2% |
| 3M | +23.7% | +11.7% | +11.9% | +21.0% |
| 6M | +12.5% | +21.9% | -9.4% | +8.1% |
| YTD | -14.4% | +58.6% | -73.0% | -21.8% |
| 1Y | -29.0% | +66.5% | -95.5% | -35.8% |
| 3Y | +9.3% | +121.4% | -112.1% | -7.2% |
| 5Y | +1.2% | +355.7% | -354.5% | -25.1% |
| All | +780.0% | +267.8% | +512.2% | +550.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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