+14.5%
NU vs ALL
+179.9%
-165.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.7% | -5.7% | -4.4% |
| 7D | +0.8% | 0.0% | +0.8% | +0.7% |
| 30D | -24.1% | +12.8% | -36.9% | -26.3% |
| 3M | -12.8% | +4.7% | -17.4% | -13.9% |
| 6M | -10.9% | +24.9% | -35.8% | -16.4% |
| YTD | -29.3% | +30.0% | -59.3% | -34.8% |
| 1Y | -26.9% | +29.9% | -56.8% | -32.5% |
| 3Y | +38.8% | +117.5% | -78.7% | +6.8% |
| All | +14.5% | +179.9% | -165.4% | -14.7% |
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