+3.4%
NU vs ADVB
+5.8%
-2.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -2.0% |
| 7D | +7.5% | -3.8% | +11.2% | +7.5% |
| 30D | +6.1% | +17.6% | -11.4% | +6.0% |
| 3M | +26.8% | +119.1% | -92.3% | +24.8% |
| 6M | +2.5% | +103.4% | -100.9% | +1.0% |
| YTD | -8.2% | +59.8% | -68.0% | -8.8% |
| 1Y | +3.4% | +8.5% | -5.2% | +1.9% |
| All | +3.4% | +5.8% | -2.5% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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