+2,771.1%
NOW vs SUI
+360.2%
+2,410.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -2.8% |
| 7D | -2.4% | -2.8% | +0.4% | -1.3% |
| 30D | +20.5% | -1.2% | +21.7% | +20.9% |
| 3M | +18.3% | -1.7% | +20.1% | +19.1% |
| 6M | +24.1% | -10.5% | +34.5% | +29.1% |
| YTD | -7.8% | -1.8% | -6.0% | -7.9% |
| 1Y | -21.4% | -4.1% | -17.3% | -21.0% |
| 3Y | +19.5% | +11.3% | +8.3% | +8.7% |
| 5Y | +4.1% | -32.1% | +36.2% | +18.3% |
| 10Y | +826.4% | +110.4% | +716.0% | +553.7% |
| All | +2,771.1% | +360.2% | +2,410.9% | +1,434.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling