+45.2%
NU vs EXC
+36.3%
+8.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.1% |
| 7D | -2.6% | +0.3% | -2.9% | -2.6% |
| 30D | +8.2% | -0.9% | +9.1% | +8.4% |
| 3M | +26.3% | -2.7% | +28.9% | +26.6% |
| 6M | +2.2% | -9.4% | +11.6% | +3.5% |
| YTD | -10.4% | +3.0% | -13.4% | -11.2% |
| 1Y | -3.0% | +5.1% | -8.1% | -4.3% |
| 3Y | +120.3% | +20.6% | +99.7% | +107.8% |
| All | +45.2% | +36.3% | +8.9% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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