+3.4%
NU vs D
+15.7%
-12.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.8% |
| 7D | +7.5% | +0.4% | +7.0% | +7.4% |
| 30D | +6.1% | -3.6% | +9.7% | +6.5% |
| 3M | +26.8% | -1.0% | +27.8% | +26.6% |
| 6M | +2.5% | +6.3% | -3.8% | +1.5% |
| YTD | -8.2% | +14.7% | -22.9% | -9.0% |
| 1Y | +3.4% | +16.9% | -13.6% | +1.8% |
| All | +3.4% | +15.7% | -12.3% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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