+28.0%
NU vs DAR
-16.7%
+44.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.1% | +10.6% | +11.4% |
| 7D | +9.9% | +11.6% | -1.7% | +5.8% |
| 30D | -11.5% | -10.2% | -1.2% | -8.3% |
| 3M | -5.1% | -14.8% | +9.7% | -0.5% |
| 6M | +3.1% | -10.1% | +13.2% | +5.2% |
| YTD | -21.0% | +55.5% | -76.6% | -35.7% |
| 1Y | -15.2% | +61.7% | -76.9% | -32.1% |
| 3Y | +56.4% | +37.2% | +19.3% | +24.2% |
| All | +28.0% | -16.7% | +44.6% | +28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling