+45.4%
NU vs IBN
+53.0%
-7.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.5% |
| 7D | -4.2% | -5.5% | +1.3% | -0.4% |
| 30D | +10.0% | -3.4% | +13.5% | +12.8% |
| 3M | +29.3% | +8.7% | +20.6% | +22.1% |
| 6M | +0.9% | +3.7% | -2.8% | -1.5% |
| YTD | -10.3% | -2.4% | -7.9% | -9.3% |
| 1Y | -3.2% | -8.1% | +4.9% | +1.3% |
| 3Y | +120.6% | +26.3% | +94.2% | +76.5% |
| All | +45.4% | +53.0% | -7.6% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling