-41.8%
NOW vs SU
+60.9%
-102.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.0% |
| 7D | -1.7% | +0.3% | -2.0% | -1.6% |
| 30D | -27.4% | -7.9% | -19.5% | -28.0% |
| 3M | -19.4% | +9.2% | -28.6% | -18.2% |
| 6M | +13.1% | +5.5% | +7.6% | +13.5% |
| YTD | -34.3% | +59.5% | -93.8% | -25.2% |
| 1Y | -41.8% | +59.9% | -101.7% | -33.2% |
| All | -41.8% | +60.9% | -102.7% | -33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling