+48.4%
NU vs ARWR
+16.2%
+32.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.2% | +0.1% |
| 7D | +6.0% | +2.9% | +3.2% | +5.2% |
| 30D | +10.8% | -2.9% | +13.7% | +11.7% |
| 3M | +32.2% | +15.2% | +16.9% | +25.7% |
| 6M | +5.1% | +42.3% | -37.1% | -6.3% |
| YTD | -8.4% | +28.2% | -36.6% | -16.6% |
| 1Y | +0.7% | +213.2% | -212.5% | -31.3% |
| 3Y | +125.1% | +184.6% | -59.5% | +35.6% |
| All | +48.4% | +16.2% | +32.2% | +23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling