+45.2%
NU vs DAR
+0.5%
+44.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.7% | -2.4% |
| 7D | -2.6% | -0.2% | -2.4% | -2.6% |
| 30D | +8.2% | +7.4% | +0.8% | +5.1% |
| 3M | +26.3% | +15.7% | +10.6% | +18.5% |
| 6M | +2.2% | +30.0% | -27.8% | -9.2% |
| YTD | -10.4% | +87.5% | -97.9% | -31.3% |
| 1Y | -3.0% | +113.4% | -116.3% | -30.0% |
| 3Y | +120.3% | +15.3% | +105.0% | +101.7% |
| All | +45.2% | +0.5% | +44.7% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling