+98.1%
NU vs AJG
+8.2%
+89.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.4% | -2.5% |
| 7D | -4.9% | -8.3% | +3.4% | -3.8% |
| 30D | +7.8% | -5.7% | +13.5% | +8.6% |
| 3M | +20.9% | +9.1% | +11.8% | +18.7% |
| 6M | +0.9% | +15.2% | -14.3% | -1.9% |
| YTD | -12.7% | -6.3% | -6.4% | -12.3% |
| 1Y | -6.4% | -19.1% | +12.7% | -3.2% |
| 3Y | +98.1% | +8.2% | +89.9% | +87.4% |
| All | +98.1% | +8.2% | +89.9% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 3y: compounded portfolio wealth divided by compounded AJG 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…
3y analysis · Full analysis span regression · 6 months rolling