+41.5%
NU vs DIA
+60.0%
-18.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.6% | -4.2% |
| 7D | -4.9% | -1.6% | -3.3% | -2.5% |
| 30D | +7.8% | -2.0% | +9.9% | +11.5% |
| 3M | +20.9% | +3.6% | +17.3% | +14.1% |
| 6M | +0.9% | +11.5% | -10.6% | -15.4% |
| YTD | -12.7% | +10.4% | -23.0% | -25.4% |
| 1Y | -6.4% | +15.6% | -22.0% | -25.9% |
| 3Y | +98.1% | +58.9% | +39.2% | -10.3% |
| All | +41.5% | +60.0% | -18.5% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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