-2.5%
NU vs ALAB
+333.4%
-335.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -3.8% |
| 7D | +0.8% | +26.9% | -26.2% | -1.6% |
| 30D | -24.1% | -30.0% | +5.9% | -21.9% |
| 3M | -12.8% | -28.5% | +15.8% | -10.7% |
| 6M | -10.9% | +11.4% | -22.3% | -14.4% |
| YTD | -29.3% | +36.9% | -66.3% | -34.9% |
| 1Y | -26.9% | +44.4% | -71.2% | -33.4% |
| All | -2.5% | +333.4% | -335.9% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB 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 10y: compounded portfolio wealth divided by compounded ALAB 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…
10y analysis · Full analysis span regression · 6 months rolling