+48.8%
NU vs EAT
+525.6%
-476.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.2% |
| 7D | +7.5% | 0.0% | +7.5% | +7.4% |
| 30D | +6.1% | +1.9% | +4.3% | +5.0% |
| 3M | +26.8% | +68.7% | -41.8% | +5.0% |
| 6M | +2.5% | +66.9% | -64.4% | -16.0% |
| YTD | -8.2% | +60.4% | -68.6% | -24.3% |
| 1Y | +3.4% | +44.0% | -40.6% | -12.2% |
| 3Y | +116.2% | +604.7% | -488.5% | -17.3% |
| All | +48.8% | +525.6% | -476.8% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling