+41.8%
NU vs IP
+20.8%
+21.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.1% | -2.1% |
| 7D | +4.0% | 0.0% | +4.0% | +4.1% |
| 30D | -25.1% | +9.4% | -34.4% | -26.4% |
| 3M | -12.8% | -14.1% | +1.2% | -10.4% |
| 6M | -12.5% | +9.2% | -21.6% | -14.3% |
| YTD | -27.8% | -7.5% | -20.3% | -27.7% |
| 1Y | -24.6% | -2.8% | -21.8% | -25.2% |
| 3Y | +41.8% | +21.2% | +20.5% | +42.6% |
| All | +41.8% | +20.8% | +21.0% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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