+45.2%
NU vs ACN
-48.9%
+94.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.3% | -1.3% |
| 7D | -2.6% | -6.3% | +3.7% | +0.3% |
| 30D | +8.2% | -1.4% | +9.6% | +8.6% |
| 3M | +26.3% | +2.6% | +23.7% | +22.0% |
| 6M | +2.2% | -14.3% | +16.5% | +8.3% |
| YTD | -10.4% | -33.1% | +22.7% | +9.0% |
| 1Y | -3.0% | -28.8% | +25.8% | +12.0% |
| 3Y | +120.3% | -43.0% | +163.2% | +187.4% |
| All | +45.2% | -48.9% | +94.1% | +107.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling