+0.9%
NU vs IRE
-84.4%
+85.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +14.0% | -16.0% | -2.7% |
| 7D | +7.5% | +54.8% | -47.3% | +4.9% |
| 30D | +6.1% | +18.4% | -12.2% | +4.4% |
| 3M | +26.8% | -66.7% | +93.6% | +29.5% |
| 6M | +2.5% | -52.3% | +54.8% | -0.2% |
| YTD | -8.2% | -52.3% | +44.1% | -11.7% |
| All | +0.9% | -84.4% | +85.3% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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