+3.4%
NU vs IJR
+25.5%
-22.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.3% | -2.4% |
| 7D | +7.5% | -0.2% | +7.6% | +7.7% |
| 30D | +6.1% | -2.4% | +8.6% | +8.9% |
| 3M | +26.8% | +3.9% | +22.9% | +22.2% |
| 6M | +2.5% | +12.4% | -9.9% | -9.2% |
| YTD | -8.2% | +21.5% | -29.7% | -23.7% |
| 1Y | +3.4% | +24.0% | -20.6% | -15.6% |
| All | +3.4% | +25.5% | -22.1% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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