+41.5%
NU vs AZO
+45.4%
-3.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.5% | -2.6% |
| 7D | -4.9% | -3.6% | -1.3% | -3.8% |
| 30D | +7.8% | -5.6% | +13.4% | +9.8% |
| 3M | +20.9% | -6.6% | +27.6% | +22.8% |
| 6M | +0.9% | -22.5% | +23.4% | +9.3% |
| YTD | -12.7% | -15.2% | +2.5% | -8.9% |
| 1Y | -6.4% | -33.9% | +27.5% | +7.4% |
| 3Y | +98.1% | +11.8% | +86.3% | +72.7% |
| All | +41.5% | +45.4% | -3.9% | -2.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling