-3.2%
NU vs ACI
-34.6%
+31.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.1% |
| 7D | -4.2% | -7.1% | +2.9% | -4.6% |
| 30D | +10.0% | -4.5% | +14.5% | +9.8% |
| 3M | +29.3% | -22.3% | +51.5% | +27.0% |
| 6M | +0.9% | -28.4% | +29.4% | -2.0% |
| YTD | -10.3% | -29.5% | +19.2% | -13.4% |
| 1Y | -3.2% | -34.2% | +31.1% | -6.8% |
| All | -3.2% | -34.6% | +31.5% | -6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling