+2.6%
NOW vs NUE
+142.0%
-139.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.8% | -3.2% | -4.5% |
| 7D | -6.1% | +1.8% | -7.9% | -6.6% |
| 30D | +7.5% | -6.0% | +13.4% | +8.9% |
| 3M | +17.5% | +1.4% | +16.1% | +16.1% |
| 6M | +7.9% | +52.8% | -44.9% | -5.9% |
| YTD | -12.4% | +58.1% | -70.5% | -25.1% |
| 1Y | -28.6% | +80.4% | -109.0% | -41.7% |
| 3Y | +11.8% | +62.3% | -50.4% | -9.5% |
| 5Y | +2.6% | +146.2% | -143.6% | -30.5% |
| All | +2.6% | +142.0% | -139.4% | -30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling