+48.8%
NU vs AVAV
+138.0%
-89.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.2% | -1.6% |
| 7D | +7.5% | -2.2% | +9.7% | +8.1% |
| 30D | +6.1% | -13.9% | +20.1% | +9.5% |
| 3M | +26.8% | -29.2% | +56.0% | +35.2% |
| 6M | +2.5% | -36.1% | +38.6% | +10.7% |
| YTD | -8.2% | -40.2% | +32.0% | -2.4% |
| 1Y | +3.4% | -36.2% | +39.6% | +5.2% |
| 3Y | +116.2% | +47.5% | +68.6% | +37.6% |
| All | +48.8% | +138.0% | -89.2% | -38.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling