+45.4%
NU vs AU
+506.1%
-460.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.3% | +4.4% | +0.9% |
| 7D | -4.2% | -7.0% | +2.8% | -2.9% |
| 30D | +10.0% | +7.3% | +2.8% | +8.3% |
| 3M | +29.3% | +33.2% | -4.0% | +21.6% |
| 6M | +0.9% | -0.6% | +1.6% | -0.4% |
| YTD | -10.3% | +26.2% | -36.4% | -15.8% |
| 1Y | -3.2% | +68.3% | -71.4% | -14.4% |
| 3Y | +120.6% | +592.1% | -471.6% | +39.4% |
| All | +45.4% | +506.1% | -460.7% | -14.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling