+499.2%
NOW vs SUI
+115.7%
+383.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.5% | +1.1% | +0.2% |
| 7D | -3.0% | +6.2% | -9.2% | -5.5% |
| 30D | -26.0% | +8.6% | -34.6% | -28.9% |
| 3M | -13.1% | +1.0% | -14.1% | -13.9% |
| 6M | +14.5% | -2.6% | +17.1% | +14.9% |
| YTD | -33.4% | -0.1% | -33.3% | -34.3% |
| 1Y | -40.6% | +0.5% | -41.1% | -41.6% |
| 3Y | -16.3% | +15.3% | -31.6% | -25.7% |
| 5Y | -26.3% | -26.1% | -0.2% | -18.9% |
| All | +499.2% | +115.7% | +383.4% | +354.5% |
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