-25.8%
NOW vs SUI
-25.9%
+0.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.7% |
| 7D | -8.7% | +3.4% | -12.2% | -10.0% |
| 30D | -29.3% | +4.6% | -33.9% | -30.8% |
| 3M | -21.8% | +1.6% | -23.4% | -22.7% |
| 6M | +9.2% | -3.5% | +12.7% | +10.1% |
| YTD | -35.0% | -1.0% | -34.0% | -35.5% |
| 1Y | -42.5% | -1.7% | -40.8% | -42.9% |
| 3Y | -21.5% | +18.4% | -39.9% | -33.4% |
| 5Y | -25.8% | -26.3% | +0.6% | -6.7% |
| All | -25.8% | -25.9% | +0.2% | -6.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling