+45.2%
NU vs FLUT
-31.2%
+76.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -1.7% |
| 7D | -2.6% | -2.6% | 0.0% | -1.7% |
| 30D | +8.2% | +5.4% | +2.9% | +5.9% |
| 3M | +26.3% | -10.8% | +37.0% | +29.7% |
| 6M | +2.2% | -9.2% | +11.5% | +3.5% |
| YTD | -10.4% | -53.8% | +43.4% | +16.8% |
| 1Y | -3.0% | -66.0% | +63.0% | +41.6% |
| 3Y | +120.3% | -44.7% | +164.9% | +154.2% |
| All | +45.2% | -31.2% | +76.4% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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