+41.5%
NU vs A
-2.8%
+44.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.7% | -5.3% | -3.9% |
| 7D | -4.9% | -2.6% | -2.3% | -3.7% |
| 30D | +7.8% | -0.9% | +8.7% | +8.1% |
| 3M | +20.9% | +13.6% | +7.3% | +12.7% |
| 6M | +0.9% | +27.8% | -26.9% | -12.4% |
| YTD | -12.7% | +8.6% | -21.3% | -17.6% |
| 1Y | -6.4% | +16.9% | -23.3% | -15.8% |
| 3Y | +98.1% | +32.9% | +65.2% | +51.5% |
| All | +41.5% | -2.8% | +44.4% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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