+103.5%
NU vs DIA
+57.1%
+46.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.8% | +1.0% |
| 7D | -4.2% | -3.0% | -1.2% | -0.1% |
| 30D | +10.0% | -3.0% | +13.0% | +14.8% |
| 3M | +29.3% | +4.5% | +24.8% | +21.9% |
| 6M | +0.9% | +9.8% | -8.8% | -10.8% |
| YTD | -10.3% | +9.3% | -19.6% | -20.2% |
| 1Y | -3.2% | +16.0% | -19.1% | -20.3% |
| All | +103.5% | +57.1% | +46.5% | +26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling