+45.4%
NU vs BLK
+29.9%
+15.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.8% |
| 7D | -4.2% | -5.2% | +1.0% | -0.4% |
| 30D | +10.0% | -7.0% | +17.1% | +15.9% |
| 3M | +29.3% | +5.7% | +23.6% | +23.1% |
| 6M | +0.9% | +11.0% | -10.1% | -7.7% |
| YTD | -10.3% | +0.9% | -11.2% | -12.6% |
| 1Y | -3.2% | -1.6% | -1.5% | -4.3% |
| 3Y | +120.6% | +64.5% | +56.1% | +35.4% |
| All | +45.4% | +29.9% | +15.5% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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