+25.8%
NU vs FIG
-71.6%
+97.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.4% | -1.7% |
| 7D | +7.5% | -16.3% | +23.8% | +8.5% |
| 30D | +6.1% | -14.3% | +20.5% | +6.8% |
| 3M | +26.8% | +7.2% | +19.7% | +25.2% |
| 6M | +2.5% | -18.6% | +21.1% | +3.3% |
| YTD | -8.2% | -35.5% | +27.3% | -5.9% |
| 1Y | +3.4% | -55.8% | +59.2% | +8.9% |
| All | +25.8% | -71.6% | +97.4% | +36.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling