+41.5%
NU vs FLR
+123.4%
-81.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.9% | -3.1% |
| 7D | -4.9% | -3.5% | -1.4% | -3.8% |
| 30D | +7.8% | +4.2% | +3.6% | +6.2% |
| 3M | +20.9% | +8.1% | +12.9% | +16.1% |
| 6M | +0.9% | +21.5% | -20.6% | -8.5% |
| YTD | -12.7% | +36.8% | -49.4% | -24.0% |
| 1Y | -6.4% | +31.2% | -37.6% | -18.0% |
| 3Y | +98.1% | +53.9% | +44.2% | +47.8% |
| All | +41.5% | +123.4% | -81.9% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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