+1,125.8%
MU vs NU
+36.6%
+1,089.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.0% | +8.1% | +6.7% |
| 7D | +9.0% | +7.5% | +1.5% | +6.7% |
| 30D | +13.8% | +6.1% | +7.7% | +11.6% |
| 3M | +2.1% | +26.8% | -24.7% | -4.5% |
| 6M | +153.8% | +2.5% | +151.3% | +150.5% |
| YTD | +256.4% | -8.2% | +264.6% | +262.7% |
| 1Y | +719.8% | +3.4% | +716.4% | +708.1% |
| 3Y | +1,360.4% | +116.2% | +1,244.2% | +1,082.3% |
| All | +1,125.8% | +36.6% | +1,089.2% | +890.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling