+159.5%
EWY vs NU
+30.0%
+129.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.7% | +5.9% | +3.7% |
| 7D | -0.1% | -4.9% | +4.8% | +0.8% |
| 30D | +7.3% | +7.8% | -0.5% | +5.7% |
| 3M | -5.1% | +20.9% | -26.1% | -8.4% |
| 6M | +42.1% | +0.9% | +41.2% | +41.6% |
| YTD | +94.1% | -12.7% | +106.8% | +97.6% |
| 1Y | +147.8% | -6.4% | +154.2% | +149.3% |
| 3Y | +222.9% | +98.1% | +124.8% | +187.2% |
| All | +159.5% | +30.0% | +129.5% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 10y: compounded portfolio wealth divided by compounded NU 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…
10y analysis · Full analysis span regression · 6 months rolling