-24.1%
NU vs AZO
-7.5%
-16.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.9% | -0.7% | +3.0% |
| 7D | +0.2% | +5.3% | -5.2% | -0.2% |
| 30D | -21.0% | +18.4% | -39.5% | -22.1% |
| 3M | -16.3% | +9.8% | -26.2% | -17.0% |
| 6M | -15.3% | -4.5% | -10.8% | -13.8% |
| YTD | -28.4% | -1.9% | -26.4% | -26.6% |
| 1Y | -24.1% | -9.5% | -14.6% | -21.3% |
| All | -24.1% | -7.5% | -16.6% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 1y: compounded portfolio wealth divided by compounded AZO 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…
1y analysis · Full analysis span regression · 6 months rolling