-21.5%
NOW vs NUE
+76.5%
-98.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.9% | -6.0% | -3.5% |
| 7D | -8.7% | -6.2% | -2.5% | -7.9% |
| 30D | -29.3% | +2.5% | -31.7% | -29.6% |
| 3M | -21.8% | -6.4% | -15.5% | -21.2% |
| 6M | +9.2% | +13.3% | -4.0% | +5.7% |
| YTD | -35.0% | +58.5% | -93.5% | -42.2% |
| 1Y | -42.5% | +81.9% | -124.4% | -50.8% |
| 3Y | -21.5% | +75.3% | -96.8% | -36.3% |
| All | -21.5% | +76.5% | -98.0% | -36.3% |
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 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