+16.5%
NU vs ACWI
+57.6%
-41.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +3.6% | -2.4% | +6.0% | +7.7% |
| 30D | -22.8% | -5.2% | -17.6% | -15.6% |
| 3M | -14.8% | -4.8% | -10.0% | -7.2% |
| 6M | -16.9% | -1.3% | -15.6% | -15.3% |
| YTD | -28.1% | +8.4% | -36.5% | -37.8% |
| 1Y | -24.5% | +11.0% | -35.6% | -37.3% |
| 3Y | +44.8% | +70.6% | -25.8% | -45.2% |
| All | +16.5% | +57.6% | -41.1% | -37.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling