+41.5%
NU vs EQT
+180.5%
-139.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.6% | -1.0% | -2.3% |
| 7D | -4.9% | -2.0% | -2.9% | -4.4% |
| 30D | +7.8% | 0.0% | +7.8% | +7.8% |
| 3M | +20.9% | +5.9% | +15.0% | +19.2% |
| 6M | +0.9% | -14.8% | +15.7% | +4.1% |
| YTD | -12.7% | +1.8% | -14.4% | -13.8% |
| 1Y | -6.4% | +7.4% | -13.8% | -9.1% |
| 3Y | +98.1% | +33.6% | +64.5% | +80.5% |
| All | +41.5% | +180.5% | -139.0% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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