-21.6%
NOW vs NU
+5.2%
-26.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.0% | +1.9% | -1.0% |
| 7D | -1.7% | +0.8% | -2.4% | -1.9% |
| 30D | -27.4% | -24.1% | -3.3% | -22.5% |
| 3M | -19.4% | -12.8% | -6.7% | -17.9% |
| 6M | +13.1% | -10.9% | +24.0% | +13.8% |
| YTD | -34.3% | -29.3% | -5.0% | -30.2% |
| 1Y | -41.8% | -26.9% | -14.9% | -38.8% |
| 3Y | -20.7% | +38.8% | -59.6% | -33.2% |
| All | -21.6% | +5.2% | -26.8% | -39.9% |
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