+125.1%
NU vs ALB
-27.5%
+152.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -0.7% |
| 7D | +6.0% | -4.4% | +10.4% | +6.7% |
| 30D | +10.8% | -1.2% | +11.9% | +10.9% |
| 3M | +32.2% | -13.3% | +45.5% | +34.6% |
| 6M | +5.1% | -19.8% | +24.9% | +7.6% |
| YTD | -8.4% | -7.9% | -0.5% | -8.4% |
| 1Y | +0.7% | +60.2% | -59.4% | -8.1% |
| 3Y | +125.1% | -26.4% | +151.5% | +144.2% |
| All | +125.1% | -27.5% | +152.6% | +144.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling