+2,771.1%
NOW vs NUE
+872.7%
+1,898.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.4% | -2.8% |
| 7D | -2.4% | +4.2% | -6.6% | -3.7% |
| 30D | +20.5% | -5.0% | +25.5% | +21.9% |
| 3M | +18.3% | -0.2% | +18.6% | +17.3% |
| 6M | +24.1% | +49.1% | -25.1% | +7.8% |
| YTD | -7.8% | +61.0% | -68.8% | -22.4% |
| 1Y | -21.4% | +82.5% | -103.9% | -36.7% |
| 3Y | +19.5% | +57.9% | -38.4% | -2.5% |
| 5Y | +4.1% | +146.6% | -142.5% | -29.4% |
| 10Y | +826.4% | +561.6% | +264.8% | +282.3% |
| All | +2,771.1% | +872.7% | +1,898.4% | +881.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling