+45.2%
NU vs AG
+91.9%
-46.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.2% | -2.6% |
| 7D | -2.6% | -0.1% | -2.5% | -2.6% |
| 30D | +8.2% | +12.5% | -4.2% | +5.3% |
| 3M | +26.3% | +28.2% | -1.9% | +18.8% |
| 6M | +2.2% | -18.8% | +21.1% | +4.8% |
| YTD | -10.4% | +27.4% | -37.8% | -18.6% |
| 1Y | -3.0% | +132.2% | -135.2% | -25.1% |
| 3Y | +120.3% | +286.9% | -166.6% | +35.7% |
| All | +45.2% | +91.9% | -46.6% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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