+41.5%
NU vs FND
-64.0%
+105.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -3.1% |
| 7D | -4.9% | -5.8% | +0.9% | -2.7% |
| 30D | +7.8% | -20.2% | +28.0% | +17.6% |
| 3M | +20.9% | -12.0% | +32.9% | +25.0% |
| 6M | +0.9% | -18.5% | +19.4% | +6.8% |
| YTD | -12.7% | -22.3% | +9.6% | -7.3% |
| 1Y | -6.4% | -47.6% | +41.2% | +17.1% |
| 3Y | +98.1% | -49.8% | +147.9% | +126.7% |
| All | +41.5% | -64.0% | +105.5% | +111.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling