+48.4%
NU vs AAL
-28.4%
+76.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.4% |
| 7D | +6.0% | -0.3% | +6.3% | +6.1% |
| 30D | +10.8% | -19.0% | +29.8% | +20.7% |
| 3M | +32.2% | -5.1% | +37.2% | +33.3% |
| 6M | +5.1% | +15.5% | -10.3% | -3.1% |
| YTD | -8.4% | -15.8% | +7.4% | -4.6% |
| 1Y | +0.7% | -0.3% | +1.0% | -4.0% |
| 3Y | +125.1% | -7.7% | +132.8% | +96.9% |
| All | +48.4% | -28.4% | +76.8% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AAL 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling