-24.1%
NU vs EAT
+109.8%
-134.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.3% | -3.0% | +2.9% |
| 7D | +0.2% | -0.1% | +0.3% | +0.1% |
| 30D | -21.0% | +13.5% | -34.5% | -21.5% |
| 3M | -16.3% | +1.0% | -17.3% | -16.1% |
| 6M | -15.3% | +57.3% | -72.6% | -20.7% |
| YTD | -28.4% | +53.6% | -82.0% | -32.7% |
| 1Y | -24.1% | +110.8% | -134.9% | -30.8% |
| All | -24.1% | +109.8% | -134.0% | -30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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