+41.5%
NU vs DOW
-30.5%
+72.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.6% | -2.2% |
| 7D | -4.9% | -1.4% | -3.5% | -4.6% |
| 30D | +7.8% | -3.9% | +11.8% | +8.7% |
| 3M | +20.9% | -12.7% | +33.6% | +24.4% |
| 6M | +0.9% | -13.7% | +14.6% | +1.8% |
| YTD | -12.7% | +28.4% | -41.1% | -23.8% |
| 1Y | -6.4% | +21.8% | -28.2% | -17.5% |
| 3Y | +98.1% | -35.7% | +133.8% | +119.4% |
| All | +41.5% | -30.5% | +72.0% | +44.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling