+45.2%
NU vs ACI
-41.4%
+86.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.8% |
| 7D | -2.6% | -5.0% | +2.5% | -1.9% |
| 30D | +8.2% | -2.3% | +10.5% | +8.5% |
| 3M | +26.3% | -23.2% | +49.5% | +30.4% |
| 6M | +2.2% | -29.5% | +31.7% | +6.8% |
| YTD | -10.4% | -28.6% | +18.2% | -7.1% |
| 1Y | -3.0% | -34.0% | +31.1% | +2.2% |
| 3Y | +120.3% | -45.0% | +165.2% | +140.9% |
| All | +45.2% | -41.4% | +86.6% | +42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling