-24.1%
NU vs FLEX
+23.4%
-47.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -12.3% | +15.6% | +4.6% |
| 7D | +0.2% | -17.0% | +17.1% | +2.2% |
| 30D | -21.0% | -33.8% | +12.8% | -17.1% |
| 3M | -16.3% | -39.0% | +22.7% | -11.4% |
| 6M | -15.3% | -15.9% | +0.6% | -18.2% |
| YTD | -28.4% | +27.8% | -56.2% | -39.4% |
| 1Y | -24.1% | +25.0% | -49.1% | -35.7% |
| All | -24.1% | +23.4% | -47.6% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 1y: compounded portfolio wealth divided by compounded FLEX 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…
1y analysis · Full analysis span regression · 6 months rolling