-22.4%
NOW vs NU
+7.4%
-29.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.8% | -2.5% |
| 7D | -8.7% | +4.0% | -12.8% | -9.7% |
| 30D | -29.3% | -25.1% | -4.2% | -24.3% |
| 3M | -21.8% | -12.8% | -9.0% | -20.3% |
| 6M | +9.2% | -12.5% | +21.7% | +10.5% |
| YTD | -35.0% | -27.8% | -7.1% | -31.3% |
| 1Y | -42.5% | -24.6% | -17.9% | -40.1% |
| 3Y | -21.5% | +41.8% | -63.3% | -34.2% |
| All | -22.4% | +7.4% | -29.8% | -40.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling