+41.5%
NU vs IBN
+55.8%
-14.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.9% | -4.5% | -4.0% |
| 7D | -4.9% | -3.0% | -1.9% | -2.9% |
| 30D | +7.8% | -1.5% | +9.3% | +8.9% |
| 3M | +20.9% | +7.9% | +13.0% | +14.7% |
| 6M | +0.9% | +8.6% | -7.7% | -4.7% |
| YTD | -12.7% | -0.6% | -12.1% | -12.9% |
| 1Y | -6.4% | -7.3% | +0.9% | -2.7% |
| 3Y | +98.1% | +26.2% | +71.9% | +58.9% |
| All | +41.5% | +55.8% | -14.3% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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