-24.1%
NU vs ATI
+86.4%
-110.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.7% | +4.0% | +3.4% |
| 7D | +0.2% | +8.3% | -8.2% | -1.8% |
| 30D | -21.0% | -7.3% | -13.8% | -19.1% |
| 3M | -16.3% | -10.5% | -5.8% | -14.1% |
| 6M | -15.3% | +16.4% | -31.7% | -22.2% |
| YTD | -28.4% | +56.1% | -84.4% | -41.1% |
| 1Y | -24.1% | +86.5% | -110.6% | -43.4% |
| All | -24.1% | +86.4% | -110.5% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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