+48.4%
NU vs ACWI
+66.7%
-18.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.5% |
| 7D | +6.0% | +1.1% | +4.9% | +4.1% |
| 30D | +10.8% | -0.2% | +11.0% | +11.2% |
| 3M | +32.2% | +4.7% | +27.5% | +22.0% |
| 6M | +5.1% | +14.5% | -9.3% | -17.3% |
| YTD | -8.4% | +14.6% | -23.0% | -27.9% |
| 1Y | +0.7% | +21.4% | -20.7% | -28.4% |
| 3Y | +125.1% | +77.6% | +47.5% | -20.1% |
| All | +48.4% | +66.7% | -18.2% | -27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling