+48.8%
NU vs EXC
+36.1%
+12.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.8% |
| 7D | +7.5% | +0.3% | +7.2% | +7.4% |
| 30D | +6.1% | -3.7% | +9.9% | +6.7% |
| 3M | +26.8% | -1.3% | +28.1% | +26.9% |
| 6M | +2.5% | -9.7% | +12.2% | +3.7% |
| YTD | -8.2% | +2.9% | -11.1% | -9.0% |
| 1Y | +3.4% | +4.4% | -1.0% | +2.0% |
| 3Y | +116.2% | +22.2% | +94.0% | +102.9% |
| All | +48.8% | +36.1% | +12.7% | +35.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling