+56.4%
NU vs ACN
-16.0%
+72.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.2% | +11.5% | +11.7% |
| 7D | +9.9% | -3.8% | +13.7% | +10.7% |
| 30D | -11.5% | +16.5% | -28.0% | -14.6% |
| 3M | -5.1% | +41.5% | -46.6% | -13.0% |
| 6M | +3.1% | +60.1% | -56.9% | -9.3% |
| YTD | -21.0% | -3.9% | -17.1% | -17.0% |
| 1Y | -15.2% | +4.1% | -19.3% | -14.5% |
| 3Y | +56.4% | -15.9% | +72.3% | +82.7% |
| All | +56.4% | -16.0% | +72.4% | +82.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 3y: compounded portfolio wealth divided by compounded ACN 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…
3y analysis · Full analysis span regression · 6 months rolling