+48.8%
NU vs IBN
+60.6%
-11.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.5% |
| 7D | +7.5% | +1.4% | +6.1% | +6.5% |
| 30D | +6.1% | -0.3% | +6.5% | +6.4% |
| 3M | +26.8% | +17.1% | +9.7% | +13.8% |
| 6M | +2.5% | +3.4% | -0.9% | 0.0% |
| YTD | -8.2% | +2.5% | -10.7% | -10.3% |
| 1Y | +3.4% | -4.2% | +7.5% | +5.0% |
| 3Y | +116.2% | +32.4% | +83.8% | +67.4% |
| All | +48.8% | +60.6% | -11.9% | -1.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling