+45.2%
NU vs A
-4.3%
+49.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.7% | -1.5% |
| 7D | -2.6% | -4.4% | +1.8% | -0.5% |
| 30D | +8.2% | -2.7% | +10.9% | +9.5% |
| 3M | +26.3% | +7.0% | +19.2% | +21.3% |
| 6M | +2.2% | +24.6% | -22.4% | -10.0% |
| YTD | -10.4% | +7.0% | -17.4% | -14.8% |
| 1Y | -3.0% | +15.6% | -18.5% | -12.2% |
| 3Y | +120.3% | +29.9% | +90.3% | +70.8% |
| All | +45.2% | -4.3% | +49.5% | +45.2% |
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