+45.4%
NU vs EAT
+483.4%
-438.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | -4.2% | -6.2% | +2.0% | -2.2% |
| 30D | +10.0% | -3.0% | +13.1% | +10.5% |
| 3M | +29.3% | +45.6% | -16.4% | +12.5% |
| 6M | +0.9% | +53.5% | -52.6% | -14.9% |
| YTD | -10.3% | +49.6% | -59.9% | -24.3% |
| 1Y | -3.2% | +38.9% | -42.1% | -17.0% |
| 3Y | +120.6% | +589.7% | -469.1% | -15.8% |
| All | +45.4% | +483.4% | -438.0% | -44.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling