+45.2%
NU vs AGI
+420.2%
-375.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.3% | -3.5% | -2.5% |
| 7D | -2.6% | +2.2% | -4.8% | -3.2% |
| 30D | +8.2% | +11.3% | -3.0% | +5.1% |
| 3M | +26.3% | +5.6% | +20.6% | +23.5% |
| 6M | +2.2% | -27.7% | +29.9% | +9.7% |
| YTD | -10.4% | -4.1% | -6.3% | -12.4% |
| 1Y | -3.0% | +13.8% | -16.8% | -10.7% |
| 3Y | +120.3% | +217.0% | -96.8% | +39.4% |
| All | +45.2% | +420.2% | -375.0% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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