+24.1%
NOW vs NUE
+46.9%
-22.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.4% | -3.1% |
| 7D | -2.4% | +4.2% | -6.6% | -1.4% |
| 30D | +20.5% | -5.0% | +25.5% | +20.4% |
| 3M | +18.3% | -0.2% | +18.6% | +20.0% |
| 6M | +24.1% | +49.1% | -25.1% | +31.8% |
| All | +24.1% | +46.9% | -22.8% | +31.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling