+103.5%
NU vs FND
-50.8%
+154.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.4% |
| 7D | -4.2% | -5.1% | +0.9% | -3.2% |
| 30D | +10.0% | -22.5% | +32.6% | +15.9% |
| 3M | +29.3% | -5.0% | +34.3% | +29.4% |
| 6M | +0.9% | -21.5% | +22.5% | +4.6% |
| YTD | -10.3% | -23.0% | +12.8% | -7.5% |
| 1Y | -3.2% | -44.9% | +41.7% | +6.5% |
| All | +103.5% | -50.8% | +154.3% | +125.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling