-38.7%
NOW vs NUE
+86.4%
-125.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.7% | -0.8% |
| 7D | -27.5% | -1.4% | -26.1% | -27.7% |
| 30D | -20.0% | +6.6% | -26.6% | -18.9% |
| 3M | -7.9% | -2.0% | -5.9% | -7.5% |
| 6M | +18.3% | +19.2% | -0.9% | +22.8% |
| YTD | -29.0% | +65.6% | -94.6% | -24.4% |
| 1Y | -38.7% | +87.8% | -126.6% | -38.0% |
| All | -38.7% | +86.4% | -125.1% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 1y: compounded portfolio wealth divided by compounded NUE 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…
1y analysis · Full analysis span regression · 6 months rolling