+1,078.5%
MU vs NU
+33.5%
+1,045.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -5.0% | -4.9% |
| 7D | +2.0% | -4.2% | +6.2% | +3.2% |
| 30D | +12.5% | +10.0% | +2.5% | +9.2% |
| 3M | +9.6% | +29.3% | -19.7% | +2.0% |
| 6M | +142.6% | +0.9% | +141.7% | +140.3% |
| YTD | +242.7% | -10.3% | +252.9% | +250.9% |
| 1Y | +599.3% | -3.2% | +602.4% | +601.4% |
| 3Y | +1,308.3% | +120.6% | +1,187.7% | +1,036.7% |
| All | +1,078.5% | +33.5% | +1,045.0% | +857.8% |
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