+48.8%
NU vs ARWR
+17.8%
+31.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | +7.5% | +1.7% | +5.8% | +7.0% |
| 30D | +6.1% | -0.7% | +6.8% | +6.3% |
| 3M | +26.8% | +14.9% | +11.9% | +20.7% |
| 6M | +2.5% | +32.6% | -30.2% | -6.9% |
| YTD | -8.2% | +30.0% | -38.2% | -16.7% |
| 1Y | +3.4% | +208.4% | -205.0% | -29.3% |
| 3Y | +116.2% | +208.8% | -92.6% | +25.3% |
| All | +48.8% | +17.8% | +31.0% | +23.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling