+45.4%
NU vs ALL
+164.3%
-118.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | -4.2% | -4.3% | +0.1% | -3.2% |
| 30D | +10.0% | -3.6% | +13.6% | +11.0% |
| 3M | +29.3% | +13.2% | +16.1% | +24.7% |
| 6M | +0.9% | +22.5% | -21.6% | -4.9% |
| YTD | -10.3% | +22.7% | -33.0% | -15.8% |
| 1Y | -3.2% | +28.3% | -31.5% | -10.5% |
| 3Y | +120.6% | +152.0% | -31.5% | +60.0% |
| All | +45.4% | +164.3% | -118.9% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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