+41.5%
NU vs ATI
+1,231.3%
-1,189.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.5% | -2.6% |
| 7D | -4.9% | -5.6% | +0.8% | -3.2% |
| 30D | +7.8% | -13.7% | +21.6% | +12.7% |
| 3M | +20.9% | -0.4% | +21.3% | +20.1% |
| 6M | +0.9% | +26.2% | -25.3% | -7.6% |
| YTD | -12.7% | +73.2% | -85.9% | -27.8% |
| 1Y | -6.4% | +161.6% | -168.0% | -32.5% |
| 3Y | +98.1% | +346.2% | -248.1% | +13.7% |
| All | +41.5% | +1,231.3% | -1,189.8% | -52.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling