+125.1%
NU vs ALL
+150.3%
-25.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | +0.1% |
| 7D | +6.0% | -1.7% | +7.7% | +6.3% |
| 30D | +10.8% | -4.7% | +15.4% | +11.6% |
| 3M | +32.2% | +18.4% | +13.8% | +28.2% |
| 6M | +5.1% | +20.5% | -15.4% | +1.5% |
| YTD | -8.4% | +23.5% | -32.0% | -12.3% |
| 1Y | +0.7% | +29.0% | -28.3% | -4.6% |
| 3Y | +125.1% | +153.7% | -28.6% | +80.2% |
| All | +125.1% | +150.3% | -25.2% | +80.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling