+1,945.9%
NOW vs SU
+285.2%
+1,660.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.5% | -2.1% |
| 7D | -1.7% | +0.3% | -2.0% | -1.7% |
| 30D | -27.4% | -7.9% | -19.5% | -26.4% |
| 3M | -19.4% | +9.2% | -28.6% | -21.0% |
| 6M | +13.1% | +5.5% | +7.6% | +11.3% |
| YTD | -34.3% | +59.5% | -93.8% | -40.8% |
| 1Y | -41.8% | +59.9% | -101.7% | -47.5% |
| 3Y | -20.7% | +130.3% | -151.0% | -34.4% |
| 5Y | -27.2% | +225.3% | -252.5% | -44.8% |
| 10Y | +509.1% | +237.5% | +271.6% | +341.4% |
| All | +1,945.9% | +285.2% | +1,660.8% | +1,402.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling