+45.4%
NU vs ALB
-50.5%
+95.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.2% | +0.9% |
| 7D | -4.2% | -7.6% | +3.4% | -2.2% |
| 30D | +10.0% | -5.6% | +15.6% | +11.6% |
| 3M | +29.3% | -16.8% | +46.1% | +34.8% |
| 6M | +0.9% | -26.3% | +27.2% | +7.4% |
| YTD | -10.3% | -13.2% | +3.0% | -9.7% |
| 1Y | -3.2% | +68.8% | -72.0% | -21.3% |
| 3Y | +120.6% | -30.7% | +151.2% | +128.8% |
| All | +45.4% | -50.5% | +95.9% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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