-24.6%
NU vs ADVB
-73.6%
+49.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.9% | -5.2% | -2.3% |
| 7D | +4.0% | -4.1% | +8.1% | +4.1% |
| 30D | -25.1% | -60.3% | +35.2% | -24.7% |
| 3M | -12.8% | -73.3% | +60.5% | -12.4% |
| 6M | -12.5% | -65.9% | +53.4% | -13.8% |
| YTD | -27.8% | -63.9% | +36.0% | -27.3% |
| 1Y | -24.6% | -74.1% | +49.5% | -23.9% |
| All | -24.6% | -73.6% | +49.0% | -23.9% |
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