+103.3%
NU vs ADI
+113.1%
-9.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.3% |
| 7D | -2.6% | +2.6% | -5.2% | -3.5% |
| 30D | +8.2% | -4.6% | +12.8% | +10.0% |
| 3M | +26.3% | -9.5% | +35.8% | +29.5% |
| 6M | +2.2% | +14.8% | -12.6% | -5.9% |
| YTD | -10.4% | +35.8% | -46.2% | -23.0% |
| 1Y | -3.0% | +48.9% | -51.9% | -19.9% |
| All | +103.3% | +113.1% | -9.8% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 3y: compounded portfolio wealth divided by compounded ADI 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…
3y analysis · Full analysis span regression · 6 months rolling