+48.8%
NU vs ACN
-45.8%
+94.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.3% | +1.3% | -0.5% |
| 7D | +7.5% | -1.5% | +9.0% | +8.2% |
| 30D | +6.1% | +9.4% | -3.2% | +1.5% |
| 3M | +26.8% | +5.6% | +21.2% | +21.4% |
| 6M | +2.5% | -9.3% | +11.7% | +5.8% |
| YTD | -8.2% | -29.0% | +20.8% | +8.7% |
| 1Y | +3.4% | -24.7% | +28.0% | +16.5% |
| 3Y | +116.2% | -39.8% | +156.0% | +176.3% |
| All | +48.8% | -45.8% | +94.5% | +107.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling