+521.8%
NOW vs NUE
+445.3%
+76.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.9% | +1.2% | +2.6% |
| 7D | -5.6% | -2.4% | -3.1% | -4.9% |
| 30D | -26.8% | +3.8% | -30.6% | -27.7% |
| 3M | -19.4% | -3.7% | -15.8% | -19.2% |
| 6M | +12.3% | +13.2% | -0.9% | +6.8% |
| YTD | -32.9% | +61.6% | -94.5% | -43.2% |
| 1Y | -40.3% | +83.6% | -123.9% | -51.4% |
| 3Y | -19.1% | +78.6% | -97.7% | -35.9% |
| 5Y | -24.4% | +148.0% | -172.3% | -47.3% |
| 10Y | +521.8% | +449.9% | +71.9% | +185.3% |
| All | +521.8% | +445.3% | +76.6% | +185.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling