+10.0%
NOW vs NU
+36.6%
-26.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -2.5% |
| 7D | -2.4% | +7.5% | -9.9% | -4.3% |
| 30D | +20.5% | +6.1% | +14.4% | +18.0% |
| 3M | +18.3% | +26.8% | -8.5% | +10.0% |
| 6M | +24.1% | +2.5% | +21.6% | +21.7% |
| YTD | -7.8% | -8.2% | +0.4% | -7.4% |
| 1Y | -21.4% | +3.4% | -24.8% | -24.0% |
| 3Y | +19.5% | +116.2% | -96.6% | -9.8% |
| All | +10.0% | +36.6% | -26.6% | -20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling