+28.0%
NU vs D
+11.6%
+16.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.2% | +11.5% | +11.7% |
| 7D | +9.9% | -1.4% | +11.3% | +10.2% |
| 30D | -11.5% | +7.7% | -19.2% | -12.6% |
| 3M | -5.1% | -0.3% | -4.8% | -5.1% |
| 6M | +3.1% | +10.1% | -6.9% | +1.2% |
| YTD | -21.0% | +19.1% | -40.1% | -23.6% |
| 1Y | -15.2% | +15.9% | -31.1% | -17.6% |
| 3Y | +56.4% | +75.0% | -18.6% | +34.5% |
| All | +28.0% | +11.6% | +16.4% | +47.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling