-26.9%
NU vs ACWI
+11.6%
-38.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.2% |
| 7D | +0.8% | +2.7% | -1.9% | -2.8% |
| 30D | -24.1% | -2.6% | -21.5% | -21.2% |
| 3M | -12.8% | -3.2% | -9.6% | -8.4% |
| 6M | -10.9% | +1.9% | -12.7% | -13.3% |
| YTD | -29.3% | +11.3% | -40.7% | -40.4% |
| 1Y | -26.9% | +11.7% | -38.5% | -38.7% |
| All | -26.9% | +11.6% | -38.5% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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