+41.5%
NU vs ABT
-15.5%
+57.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.3% | -2.2% |
| 7D | -4.9% | -5.9% | +1.0% | -2.8% |
| 30D | +7.8% | -8.1% | +15.9% | +11.0% |
| 3M | +20.9% | +14.5% | +6.4% | +14.2% |
| 6M | +0.9% | -6.3% | +7.2% | +3.0% |
| YTD | -12.7% | -17.1% | +4.5% | -6.7% |
| 1Y | -6.4% | -21.4% | +15.0% | +2.2% |
| 3Y | +98.1% | +5.9% | +92.2% | +74.9% |
| All | +41.5% | -15.5% | +57.1% | +62.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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