-24.1%
NU vs FND
-10.3%
-13.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +10.9% | -7.7% | +0.7% |
| 7D | +0.2% | +12.3% | -12.2% | -2.7% |
| 30D | -21.0% | +14.7% | -35.8% | -23.7% |
| 3M | -16.3% | -12.0% | -4.3% | -14.4% |
| 6M | -15.3% | +10.8% | -26.1% | -19.3% |
| YTD | -28.4% | -12.3% | -16.1% | -32.5% |
| 1Y | -24.1% | -13.4% | -10.7% | -28.1% |
| All | -24.1% | -10.3% | -13.9% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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