-3.2%
NU vs ADM
+44.2%
-47.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.2% |
| 7D | -4.2% | +3.0% | -7.2% | -4.0% |
| 30D | +10.0% | +8.7% | +1.3% | +10.8% |
| 3M | +29.3% | +7.6% | +21.7% | +30.1% |
| 6M | +0.9% | +26.9% | -25.9% | +1.2% |
| YTD | -10.3% | +54.3% | -64.6% | -11.6% |
| 1Y | -3.2% | +45.7% | -48.8% | -4.0% |
| All | -3.2% | +44.2% | -47.4% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 1y: compounded portfolio wealth divided by compounded ADM 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…
1y analysis · Full analysis span regression · 6 months rolling