-6.4%
NU vs AR
+18.5%
-24.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.9% | -0.8% | -2.8% |
| 7D | -4.9% | -2.5% | -2.4% | -5.1% |
| 30D | +7.8% | +2.5% | +5.3% | +8.1% |
| 3M | +20.9% | +12.3% | +8.6% | +22.5% |
| 6M | +0.9% | -3.1% | +4.0% | +0.8% |
| YTD | -12.7% | +11.5% | -24.2% | -13.2% |
| 1Y | -6.4% | +17.0% | -23.4% | -7.6% |
| All | -6.4% | +18.5% | -24.9% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 1y: compounded portfolio wealth divided by compounded AR 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…
1y analysis · Full analysis span regression · 6 months rolling