+514.0%
NOW vs SU
+242.3%
+271.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.4% |
| 7D | +0.3% | +1.7% | -1.4% | 0.0% |
| 30D | -27.0% | -7.9% | -19.1% | -26.1% |
| 3M | -19.6% | +7.5% | -27.2% | -20.8% |
| 6M | +17.5% | +7.2% | +10.2% | +15.6% |
| YTD | -33.3% | +60.9% | -94.2% | -39.2% |
| 1Y | -39.8% | +63.6% | -103.5% | -45.3% |
| 3Y | -19.9% | +128.9% | -148.8% | -32.1% |
| 5Y | -26.1% | +228.3% | -254.3% | -41.8% |
| All | +514.0% | +242.3% | +271.7% | +396.0% |
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