+41.5%
NU vs IT
-43.6%
+85.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +5.3% | -7.9% | -4.7% |
| 7D | -4.9% | -3.7% | -1.2% | -3.7% |
| 30D | +7.8% | +0.1% | +7.7% | +7.1% |
| 3M | +20.9% | +20.7% | +0.2% | +7.7% |
| 6M | +0.9% | +12.0% | -11.1% | -8.4% |
| YTD | -12.7% | -28.8% | +16.1% | -0.4% |
| 1Y | -6.4% | -25.5% | +19.1% | +2.3% |
| 3Y | +98.1% | -48.8% | +146.9% | +153.0% |
| All | +41.5% | -43.6% | +85.1% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling