+19.6%
NU vs FIG
-72.7%
+92.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.8% | -7.5% | -2.9% |
| 7D | -4.9% | -3.8% | -1.1% | -4.7% |
| 30D | +7.8% | -2.3% | +10.1% | +7.6% |
| 3M | +20.9% | +20.0% | +1.0% | +18.5% |
| 6M | +0.9% | -16.7% | +17.6% | +1.5% |
| YTD | -12.7% | -37.9% | +25.3% | -10.3% |
| 1Y | -6.4% | -58.5% | +52.1% | -1.1% |
| All | +19.6% | -72.7% | +92.3% | +30.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling