-26.0%
NOW vs SUI
-25.7%
-0.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.7% | -6.6% | -6.2% |
| 7D | -6.7% | +8.8% | -15.4% | -9.8% |
| 30D | -25.8% | +8.9% | -34.7% | -28.6% |
| 3M | -12.7% | +2.0% | -14.7% | -13.8% |
| 6M | +11.2% | -0.6% | +11.9% | +10.8% |
| YTD | -33.2% | +1.3% | -34.5% | -34.3% |
| 1Y | -41.8% | +1.3% | -43.1% | -42.9% |
| 3Y | -15.7% | +16.3% | -31.9% | -27.0% |
| 5Y | -26.0% | -25.1% | -1.0% | -7.4% |
| All | -26.0% | -25.7% | -0.4% | -7.4% |
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