-38.7%
NOW vs NU
-24.1%
-14.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.3% | -3.6% | -0.5% |
| 7D | -27.5% | +0.2% | -27.7% | -27.5% |
| 30D | -20.0% | -21.0% | +1.0% | -19.3% |
| 3M | -7.9% | -16.3% | +8.4% | -7.6% |
| 6M | +18.3% | -15.3% | +33.6% | +17.6% |
| YTD | -29.0% | -28.4% | -0.6% | -30.0% |
| 1Y | -38.7% | -24.1% | -14.6% | -40.7% |
| All | -38.7% | -24.1% | -14.6% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 1y: compounded portfolio wealth divided by compounded NU 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…
1y analysis · Full analysis span regression · 6 months rolling