+14.5%
NU vs A
+14.6%
-0.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.8% | -2.9% |
| 7D | +0.8% | +0.7% | +0.1% | +0.5% |
| 30D | -24.1% | +0.8% | -24.9% | -24.5% |
| 3M | -12.8% | +16.9% | -29.6% | -19.6% |
| 6M | -10.9% | +53.8% | -64.6% | -29.5% |
| YTD | -29.3% | +28.1% | -57.4% | -38.7% |
| 1Y | -26.9% | +15.0% | -41.9% | -32.8% |
| 3Y | +38.8% | +63.1% | -24.2% | -5.1% |
| All | +14.5% | +14.6% | -0.1% | +4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling