+98.1%
NU vs AU
+577.5%
-479.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.7% |
| 7D | -4.9% | -4.3% | -0.6% | -4.2% |
| 30D | +7.8% | +7.3% | +0.5% | +6.3% |
| 3M | +20.9% | +26.3% | -5.4% | +15.6% |
| 6M | +0.9% | +1.8% | -0.9% | -0.9% |
| YTD | -12.7% | +26.8% | -39.5% | -17.2% |
| 1Y | -6.4% | +66.7% | -73.1% | -14.9% |
| 3Y | +98.1% | +579.1% | -481.0% | +43.6% |
| All | +98.1% | +577.5% | -479.4% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling