+45.4%
NU vs FND
-64.4%
+109.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.7% |
| 7D | -4.2% | -5.1% | +0.9% | -2.3% |
| 30D | +10.0% | -22.5% | +32.6% | +21.4% |
| 3M | +29.3% | -5.0% | +34.3% | +29.3% |
| 6M | +0.9% | -21.5% | +22.5% | +8.5% |
| YTD | -10.3% | -23.0% | +12.8% | -4.4% |
| 1Y | -3.2% | -44.9% | +41.7% | +18.3% |
| 3Y | +120.6% | -50.0% | +170.5% | +152.6% |
| All | +45.4% | -64.4% | +109.8% | +118.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling