+16.9%
NU vs AVAV
+103.2%
-86.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.5% | -1.6% |
| 7D | +4.0% | 0.0% | +4.1% | +3.6% |
| 30D | -25.1% | -9.9% | -15.1% | -23.7% |
| 3M | -12.8% | -34.7% | +21.9% | -4.7% |
| 6M | -12.5% | -26.6% | +14.2% | -9.1% |
| YTD | -27.8% | -48.9% | +21.1% | -21.1% |
| 1Y | -24.6% | -63.0% | +38.4% | -10.2% |
| 3Y | +41.8% | +1.6% | +40.2% | +4.6% |
| All | +16.9% | +103.2% | -86.3% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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