+3.2%
NOW vs SU
+353.1%
-349.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.8% | -5.8% | -5.1% |
| 7D | -6.1% | -1.0% | -5.1% | -5.9% |
| 30D | +7.5% | +13.7% | -6.2% | +5.0% |
| 3M | +17.5% | +8.0% | +9.5% | +15.5% |
| 6M | +7.9% | +21.0% | -13.1% | +3.4% |
| YTD | -12.4% | +56.2% | -68.6% | -20.7% |
| 1Y | -28.6% | +72.2% | -100.8% | -36.9% |
| 3Y | +11.8% | +118.1% | -106.3% | -7.3% |
| All | +3.2% | +353.1% | -349.8% | -24.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling