-6.4%
NU vs AA
+56.9%
-63.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | -4.9% | -3.4% | -1.5% | -4.4% |
| 30D | +7.8% | -5.8% | +13.6% | +8.7% |
| 3M | +20.9% | -29.9% | +50.8% | +27.1% |
| 6M | +0.9% | -27.0% | +27.9% | +3.6% |
| YTD | -12.7% | -8.7% | -4.0% | -15.0% |
| 1Y | -6.4% | +50.6% | -57.0% | -15.2% |
| All | -6.4% | +56.9% | -63.3% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 1y: compounded portfolio wealth divided by compounded AA 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…
1y analysis · Full analysis span regression · 6 months rolling