+45.4%
NU vs EQT
+185.1%
-139.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | -4.2% | -1.2% | -3.0% | -4.0% |
| 30D | +10.0% | +1.1% | +9.0% | +9.8% |
| 3M | +29.3% | +4.8% | +24.5% | +27.7% |
| 6M | +0.9% | -10.6% | +11.5% | +3.0% |
| YTD | -10.3% | +3.4% | -13.7% | -11.7% |
| 1Y | -3.2% | +8.7% | -11.8% | -6.2% |
| 3Y | +120.6% | +35.0% | +85.6% | +100.4% |
| All | +45.4% | +185.1% | -139.7% | +30.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling