+3.4%
NU vs DE
+49.4%
-46.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -2.0% |
| 7D | +7.5% | +10.0% | -2.5% | +6.5% |
| 30D | +6.1% | +13.3% | -7.2% | +4.9% |
| 3M | +26.8% | +17.5% | +9.3% | +24.8% |
| 6M | +2.5% | +13.6% | -11.1% | +1.6% |
| YTD | -8.2% | +49.8% | -58.0% | -11.6% |
| 1Y | +3.4% | +47.9% | -44.5% | +0.1% |
| All | +3.4% | +49.4% | -46.0% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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