+48.8%
NU vs DIA
+62.5%
-13.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.4% | -1.1% |
| 7D | +7.5% | -0.2% | +7.7% | +7.8% |
| 30D | +6.1% | -1.5% | +7.7% | +9.0% |
| 3M | +26.8% | +3.8% | +23.1% | +19.5% |
| 6M | +2.5% | +10.3% | -7.8% | -12.4% |
| YTD | -8.2% | +12.1% | -20.3% | -23.5% |
| 1Y | +3.4% | +18.6% | -15.3% | -21.5% |
| 3Y | +116.2% | +60.6% | +55.5% | -3.6% |
| All | +48.8% | +62.5% | -13.7% | -22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling