+41.5%
NU vs ENB
+66.4%
-24.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.2% |
| 7D | -4.9% | -4.7% | -0.2% | -2.8% |
| 30D | +7.8% | -5.9% | +13.7% | +10.7% |
| 3M | +20.9% | -14.2% | +35.2% | +29.4% |
| 6M | +0.9% | -8.6% | +9.5% | +4.0% |
| YTD | -12.7% | +3.9% | -16.6% | -16.7% |
| 1Y | -6.4% | +1.8% | -8.2% | -9.7% |
| 3Y | +98.1% | +68.5% | +29.6% | +32.2% |
| All | +41.5% | +66.4% | -24.8% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 10y: compounded portfolio wealth divided by compounded ENB 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…
10y analysis · Full analysis span regression · 6 months rolling