+48.8%
NU vs IP
0.0%
+48.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -2.7% |
| 7D | +7.5% | -5.3% | +12.7% | +9.2% |
| 30D | +6.1% | -10.9% | +17.0% | +9.9% |
| 3M | +26.8% | +11.2% | +15.6% | +21.7% |
| 6M | +2.5% | -10.2% | +12.7% | +4.6% |
| YTD | -8.2% | -2.0% | -6.2% | -9.5% |
| 1Y | +3.4% | -19.1% | +22.5% | +8.1% |
| 3Y | +116.2% | +20.9% | +95.3% | +77.0% |
| All | +48.8% | 0.0% | +48.8% | +48.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling