-21.5%
NOW vs SU
+127.0%
-148.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.5% | -3.1% |
| 7D | -8.7% | -10.2% | +1.5% | -7.8% |
| 30D | -29.3% | -6.2% | -23.1% | -29.0% |
| 3M | -21.8% | +8.7% | -30.5% | -22.8% |
| 6M | +9.2% | +7.2% | +2.0% | +7.9% |
| YTD | -35.0% | +55.9% | -90.9% | -40.1% |
| 1Y | -42.5% | +60.4% | -102.9% | -47.4% |
| 3Y | -21.5% | +125.2% | -146.7% | -28.7% |
| All | -21.5% | +127.0% | -148.6% | -28.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling