+103.3%
NU vs FXI
+36.5%
+66.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.9% | -1.8% |
| 7D | -2.6% | -2.8% | +0.2% | -1.8% |
| 30D | +8.2% | -5.3% | +13.5% | +9.9% |
| 3M | +26.3% | +0.3% | +25.9% | +26.0% |
| 6M | +2.2% | -4.6% | +6.8% | +3.5% |
| YTD | -10.4% | -9.1% | -1.3% | -7.9% |
| 1Y | -3.0% | -12.0% | +9.0% | +0.5% |
| All | +103.3% | +36.5% | +66.7% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 FXI 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