+3.4%
NU vs FTV
+21.5%
-18.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.9% |
| 7D | +7.5% | -4.6% | +12.1% | +7.9% |
| 30D | +6.1% | -7.2% | +13.3% | +6.8% |
| 3M | +26.8% | -7.3% | +34.1% | +28.0% |
| 6M | +2.5% | -1.6% | +4.1% | +2.7% |
| YTD | -8.2% | +3.3% | -11.5% | -6.6% |
| 1Y | +3.4% | +20.2% | -16.8% | +4.0% |
| All | +3.4% | +21.5% | -18.2% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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