+98.1%
NU vs ELAN
+99.1%
-1.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.0% | -2.9% |
| 7D | -4.9% | -5.4% | +0.5% | -3.8% |
| 30D | +7.8% | +4.7% | +3.1% | +7.0% |
| 3M | +20.9% | -3.7% | +24.6% | +21.6% |
| 6M | +0.9% | -1.2% | +2.1% | +0.5% |
| YTD | -12.7% | +2.4% | -15.1% | -13.5% |
| 1Y | -6.4% | +23.4% | -29.8% | -10.4% |
| 3Y | +98.1% | +96.7% | +1.4% | +62.0% |
| All | +98.1% | +99.1% | -1.0% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ELAN.
Daily Out/Under-Performance
Portfolio return minus ELAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELAN 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 3y: compounded portfolio wealth divided by compounded ELAN 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…
3y analysis · Full analysis span regression · 6 months rolling