+11.8%
NOW vs NUE
+59.4%
-47.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.8% | -3.2% | -4.7% |
| 7D | -6.1% | +1.8% | -7.9% | -6.4% |
| 30D | +7.5% | -6.0% | +13.4% | +8.5% |
| 3M | +17.5% | +1.4% | +16.1% | +16.6% |
| 6M | +7.9% | +52.8% | -44.9% | -2.7% |
| YTD | -12.4% | +58.1% | -70.5% | -22.5% |
| 1Y | -28.6% | +80.4% | -109.0% | -39.4% |
| 3Y | +11.8% | +62.3% | -50.4% | -12.5% |
| All | +11.8% | +59.4% | -47.6% | -12.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling