+28.0%
NU vs EAT
+438.9%
-411.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.4% | +11.4% | +11.6% |
| 7D | +9.9% | -4.0% | +13.9% | +11.3% |
| 30D | -11.5% | -2.9% | -8.6% | -11.3% |
| 3M | -5.1% | -16.9% | +11.8% | -0.7% |
| 6M | +3.1% | +57.0% | -53.8% | -14.0% |
| YTD | -21.0% | +38.2% | -59.2% | -32.5% |
| 1Y | -15.2% | +69.3% | -84.5% | -33.0% |
| 3Y | +56.4% | +483.0% | -426.5% | -36.3% |
| All | +28.0% | +438.9% | -411.0% | -50.8% |
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