-19.9%
NOW vs NU
+54.6%
-74.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.7% | -10.2% | -0.9% |
| 7D | +0.3% | +9.9% | -9.6% | -1.8% |
| 30D | -27.0% | -11.5% | -15.5% | -25.5% |
| 3M | -19.6% | -5.1% | -14.5% | -20.0% |
| 6M | +17.5% | +3.1% | +14.3% | +13.7% |
| YTD | -33.3% | -21.0% | -12.2% | -31.3% |
| 1Y | -39.8% | -15.2% | -24.6% | -39.6% |
| 3Y | -19.9% | +56.4% | -76.4% | -35.3% |
| All | -19.9% | +54.6% | -74.5% | -35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling