+22.7%
NU vs FIG
-74.1%
+96.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.3% | +1.1% | -2.0% |
| 7D | -2.6% | -14.5% | +11.9% | -1.8% |
| 30D | +8.2% | -13.3% | +21.5% | +8.8% |
| 3M | +26.3% | +7.4% | +18.8% | +24.5% |
| 6M | +2.2% | -27.8% | +30.0% | +3.8% |
| YTD | -10.4% | -41.1% | +30.7% | -7.7% |
| 1Y | -3.0% | -58.7% | +55.7% | +2.6% |
| All | +22.7% | -74.1% | +96.9% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 3y: compounded portfolio wealth divided by compounded FIG 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…
3y analysis · Full analysis span regression · 6 months rolling