-20.0%
NOW vs NU
+9.9%
-29.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -2.0% | +0.1% |
| 7D | -3.1% | +6.4% | -9.4% | -4.6% |
| 30D | -27.0% | -23.3% | -3.7% | -22.4% |
| 3M | -17.7% | -10.7% | -7.0% | -16.6% |
| 6M | +12.7% | -10.4% | +23.1% | +13.4% |
| YTD | -32.9% | -26.2% | -6.8% | -29.5% |
| 1Y | -40.4% | -22.1% | -18.3% | -38.4% |
| 3Y | -17.1% | +49.6% | -66.7% | -31.5% |
| All | -20.0% | +9.9% | -29.9% | -39.4% |
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