+8.2%
NOW vs SU
+120.6%
-112.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.5% |
| 7D | -4.1% | +1.6% | -5.7% | -4.2% |
| 30D | +2.9% | +10.7% | -7.9% | +1.9% |
| 3M | +22.6% | +13.5% | +9.1% | +20.7% |
| 6M | +7.5% | +21.8% | -14.3% | +5.0% |
| YTD | -14.4% | +58.8% | -73.3% | -20.0% |
| 1Y | -29.8% | +72.0% | -101.8% | -35.4% |
| All | +8.2% | +120.6% | -112.4% | -0.8% |
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