+906.2%
MU vs NU
+48.2%
+857.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.7% | +3.5% | +5.2% |
| 7D | -12.0% | +6.4% | -18.4% | -14.0% |
| 30D | -28.7% | -23.3% | -5.4% | -21.8% |
| 3M | -16.4% | -10.7% | -5.8% | -15.1% |
| 6M | -1.8% | -10.4% | +8.6% | -0.5% |
| YTD | +157.1% | -26.2% | +183.2% | +182.4% |
| 1Y | +208.5% | -22.1% | +230.6% | +230.8% |
| 3Y | +906.2% | +49.6% | +856.5% | +676.8% |
| All | +906.2% | +48.2% | +857.9% | +676.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling