-24.1%
NU vs DOW
+50.2%
-74.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.2% | +6.5% | +2.8% |
| 7D | +0.2% | -4.2% | +4.4% | -0.4% |
| 30D | -21.0% | +14.7% | -35.7% | -19.7% |
| 3M | -16.3% | +9.1% | -25.4% | -15.4% |
| 6M | -15.3% | -17.7% | +2.3% | -15.6% |
| YTD | -28.4% | +44.6% | -73.0% | -34.2% |
| 1Y | -24.1% | +51.9% | -76.0% | -31.5% |
| All | -24.1% | +50.2% | -74.4% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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