+504.6%
NOW vs SUI
+118.5%
+386.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | -3.1% | +3.0% | -6.1% | -4.4% |
| 30D | -27.0% | +5.6% | -32.6% | -29.0% |
| 3M | -17.7% | +0.9% | -18.6% | -18.5% |
| 6M | +12.7% | -2.6% | +15.3% | +13.1% |
| YTD | -32.9% | -0.1% | -32.8% | -33.8% |
| 1Y | -40.4% | -1.4% | -39.0% | -40.9% |
| 3Y | -17.1% | +19.8% | -36.9% | -27.9% |
| 5Y | -25.7% | -25.8% | +0.1% | -18.3% |
| 10Y | +504.6% | +118.1% | +386.5% | +358.9% |
| All | +504.6% | +118.5% | +386.1% | +358.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling