+2,771.1%
NOW vs SU
+274.3%
+2,496.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.8% |
| 7D | -2.4% | +3.6% | -5.9% | -3.1% |
| 30D | +20.5% | +7.9% | +12.6% | +18.7% |
| 3M | +18.3% | +3.5% | +14.8% | +17.3% |
| 6M | +24.1% | +19.0% | +5.1% | +19.2% |
| YTD | -7.8% | +55.0% | -62.7% | -16.2% |
| 1Y | -21.4% | +71.2% | -92.6% | -30.1% |
| 3Y | +19.5% | +117.4% | -97.9% | +0.1% |
| 5Y | +4.1% | +335.2% | -331.1% | -25.4% |
| 10Y | +826.4% | +248.7% | +577.7% | +565.6% |
| All | +2,771.1% | +274.3% | +2,496.9% | +2,025.1% |
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