+1,988.6%
NOW vs SU
+283.4%
+1,705.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.4% | +2.8% |
| 7D | -5.6% | -4.3% | -1.3% | -4.8% |
| 30D | -26.8% | -6.2% | -20.6% | -26.0% |
| 3M | -19.4% | +9.7% | -29.1% | -21.1% |
| 6M | +12.3% | +7.3% | +5.0% | +10.2% |
| YTD | -32.9% | +58.7% | -91.7% | -39.5% |
| 1Y | -40.3% | +59.7% | -100.0% | -46.2% |
| 3Y | -19.1% | +129.2% | -148.3% | -32.9% |
| 5Y | -24.4% | +223.7% | -248.0% | -42.6% |
| 10Y | +521.8% | +235.9% | +285.9% | +351.0% |
| All | +1,988.6% | +283.4% | +1,705.2% | +1,434.8% |
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 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