+661.2%
MU vs NU
-1.5%
+662.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.2% | +4.9% | +3.8% |
| 7D | +7.5% | -2.6% | +10.1% | +8.7% |
| 30D | +19.4% | +8.2% | +11.1% | +13.7% |
| 3M | +9.8% | +26.3% | -16.4% | -2.3% |
| 6M | +164.1% | +2.2% | +161.9% | +161.3% |
| YTD | +260.3% | -10.4% | +270.7% | +289.0% |
| 1Y | +661.2% | -3.0% | +664.2% | +670.8% |
| All | +661.2% | -1.5% | +662.7% | +670.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling