+45.4%
NU vs DOW
-29.0%
+74.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.1% |
| 7D | -4.2% | -2.4% | -1.8% | -3.7% |
| 30D | +10.0% | -4.1% | +14.1% | +11.0% |
| 3M | +29.3% | -12.4% | +41.7% | +32.9% |
| 6M | +0.9% | -10.6% | +11.6% | +0.9% |
| YTD | -10.3% | +31.1% | -41.4% | -22.1% |
| 1Y | -3.2% | +30.5% | -33.7% | -16.6% |
| 3Y | +120.6% | -34.4% | +155.0% | +143.2% |
| All | +45.4% | -29.0% | +74.4% | +48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling