+23.7%
NU vs ALAB
+471.8%
-448.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.0% | -6.2% | -2.5% |
| 7D | -2.6% | +9.6% | -12.2% | -3.5% |
| 30D | +8.2% | -5.3% | +13.5% | +8.6% |
| 3M | +26.3% | -12.0% | +38.3% | +26.1% |
| 6M | +2.2% | +145.7% | -143.5% | -9.7% |
| YTD | -10.4% | +80.7% | -91.1% | -19.1% |
| 1Y | -3.0% | +40.1% | -43.1% | -11.0% |
| All | +23.7% | +471.8% | -448.1% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling