+41.5%
NU vs EWJ
+62.4%
-20.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.2% | -4.9% | -5.0% |
| 7D | -4.9% | +0.3% | -5.2% | -5.3% |
| 30D | +7.8% | +0.8% | +7.0% | +6.8% |
| 3M | +20.9% | +7.5% | +13.4% | +11.2% |
| 6M | +0.9% | +15.6% | -14.7% | -14.9% |
| YTD | -12.7% | +22.7% | -35.4% | -31.9% |
| 1Y | -6.4% | +26.4% | -32.8% | -29.7% |
| 3Y | +98.1% | +72.5% | +25.6% | -3.2% |
| All | +41.5% | +62.4% | -20.9% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 5y: compounded portfolio wealth divided by compounded EWJ 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…
5y analysis · Full analysis span regression · 6 months rolling