+41.5%
NU vs AAL
-27.9%
+69.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.9% | -3.2% |
| 7D | -4.9% | -0.9% | -4.0% | -4.5% |
| 30D | +7.8% | -12.9% | +20.7% | +14.1% |
| 3M | +20.9% | -11.2% | +32.1% | +25.7% |
| 6M | +0.9% | +17.8% | -16.9% | -7.8% |
| YTD | -12.7% | -15.1% | +2.5% | -9.3% |
| 1Y | -6.4% | +0.5% | -6.9% | -11.1% |
| 3Y | +98.1% | -7.7% | +105.8% | +73.5% |
| All | +41.5% | -27.9% | +69.4% | +42.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling