+4.5%
NOW vs NU
+36.3%
-31.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.9% |
| 7D | -6.1% | +6.0% | -12.1% | -7.6% |
| 30D | +7.5% | +10.8% | -3.3% | +4.1% |
| 3M | +17.5% | +32.2% | -14.6% | +8.0% |
| 6M | +7.9% | +5.1% | +2.8% | +5.2% |
| YTD | -12.4% | -8.4% | -4.0% | -12.0% |
| 1Y | -28.6% | +0.7% | -29.3% | -30.4% |
| 3Y | +11.8% | +125.1% | -113.3% | -16.5% |
| All | +4.5% | +36.3% | -31.8% | -24.3% |
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