+19.7%
NU vs ACWI
+61.7%
-42.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | -1.7% |
| 7D | +6.4% | +0.3% | +6.0% | +5.5% |
| 30D | -23.3% | -2.8% | -20.5% | -19.7% |
| 3M | -10.7% | -3.2% | -7.5% | -5.6% |
| 6M | -10.4% | +1.3% | -11.7% | -12.7% |
| YTD | -26.2% | +11.2% | -37.4% | -38.8% |
| 1Y | -22.1% | +13.8% | -35.9% | -38.0% |
| 3Y | +49.6% | +76.2% | -26.6% | -46.5% |
| All | +19.7% | +61.7% | -42.1% | -38.4% |
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 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