+790.9%
NOW vs NUE
+559.5%
+231.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.5% |
| 7D | -4.1% | -2.3% | -1.8% | -3.5% |
| 30D | +2.9% | -6.1% | +9.0% | +4.3% |
| 3M | +22.6% | +1.7% | +20.9% | +20.9% |
| 6M | +7.5% | +53.1% | -45.6% | -6.1% |
| YTD | -14.4% | +59.0% | -73.5% | -26.7% |
| 1Y | -29.8% | +85.3% | -115.1% | -42.8% |
| 3Y | +9.2% | +63.2% | -54.0% | -10.5% |
| 5Y | +0.8% | +146.8% | -146.0% | -29.2% |
| 10Y | +790.9% | +584.3% | +206.6% | +310.3% |
| All | +790.9% | +559.5% | +231.4% | +310.3% |
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