+45.2%
NU vs EFA
+57.8%
-12.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.0% | -0.6% |
| 7D | -2.6% | -0.5% | -2.1% | -1.9% |
| 30D | +8.2% | -1.3% | +9.6% | +10.4% |
| 3M | +26.3% | +5.2% | +21.1% | +17.6% |
| 6M | +2.2% | +9.4% | -7.1% | -10.1% |
| YTD | -10.4% | +12.7% | -23.1% | -24.8% |
| 1Y | -3.0% | +19.3% | -22.2% | -25.0% |
| 3Y | +120.3% | +66.3% | +53.9% | +2.1% |
| All | +45.2% | +57.8% | -12.6% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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