+41.5%
NU vs ADI
+121.8%
-80.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.9% | -7.5% | -5.3% |
| 7D | -4.9% | +4.6% | -9.4% | -7.3% |
| 30D | +7.8% | -1.2% | +9.0% | +8.4% |
| 3M | +20.9% | -7.8% | +28.7% | +24.5% |
| 6M | +0.9% | +19.3% | -18.4% | -13.1% |
| YTD | -12.7% | +40.9% | -53.6% | -32.5% |
| 1Y | -6.4% | +54.5% | -60.9% | -32.0% |
| 3Y | +98.1% | +123.4% | -25.3% | -0.2% |
| All | +41.5% | +121.8% | -80.3% | -26.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling