+48.8%
NU vs AG
+89.9%
-41.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.5% |
| 7D | +7.5% | +1.0% | +6.5% | +7.3% |
| 30D | +6.1% | +19.2% | -13.0% | +1.9% |
| 3M | +26.8% | +6.2% | +20.7% | +23.9% |
| 6M | +2.5% | -26.7% | +29.1% | +7.3% |
| YTD | -8.2% | +26.1% | -34.3% | -16.4% |
| 1Y | +3.4% | +131.7% | -128.3% | -20.2% |
| 3Y | +116.2% | +255.3% | -139.2% | +36.9% |
| All | +48.8% | +89.9% | -41.2% | +4.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling