+41.5%
NU vs ARWR
+13.1%
+28.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.8% | -2.7% |
| 7D | -4.9% | -4.0% | -0.8% | -3.8% |
| 30D | +7.8% | -5.0% | +12.9% | +9.4% |
| 3M | +20.9% | +11.3% | +9.6% | +16.1% |
| 6M | +0.9% | +42.6% | -41.7% | -10.1% |
| YTD | -12.7% | +24.8% | -37.5% | -19.8% |
| 1Y | -6.4% | +178.8% | -185.2% | -33.9% |
| 3Y | +98.1% | +183.3% | -85.2% | +19.0% |
| All | +41.5% | +13.1% | +28.5% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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