+98.1%
NU vs AUR
+84.2%
+13.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.2% | -2.9% |
| 7D | -4.9% | +1.4% | -6.3% | -5.1% |
| 30D | +7.8% | -6.4% | +14.2% | +8.6% |
| 3M | +20.9% | +7.7% | +13.2% | +19.0% |
| 6M | +0.9% | +44.5% | -43.6% | -5.8% |
| YTD | -12.7% | +67.4% | -80.1% | -20.4% |
| 1Y | -6.4% | +15.4% | -21.8% | -10.6% |
| 3Y | +98.1% | +94.8% | +3.3% | +60.7% |
| All | +98.1% | +84.2% | +13.9% | +60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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