+45.4%
NU vs ACI
-42.2%
+87.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.3% |
| 7D | -4.2% | -7.1% | +2.9% | -3.2% |
| 30D | +10.0% | -4.5% | +14.5% | +10.7% |
| 3M | +29.3% | -22.3% | +51.5% | +33.2% |
| 6M | +0.9% | -28.4% | +29.4% | +5.1% |
| YTD | -10.3% | -29.5% | +19.2% | -6.8% |
| 1Y | -3.2% | -34.2% | +31.1% | +1.9% |
| 3Y | +120.6% | -45.7% | +166.2% | +141.7% |
| All | +45.4% | -42.2% | +87.6% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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