+98.1%
NU vs ITOT
+75.8%
+22.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -3.8% |
| 7D | -4.9% | -0.9% | -4.0% | -3.7% |
| 30D | +7.8% | -1.5% | +9.3% | +10.1% |
| 3M | +20.9% | +3.6% | +17.4% | +15.2% |
| 6M | +0.9% | +13.7% | -12.8% | -15.4% |
| YTD | -12.7% | +12.9% | -25.6% | -25.9% |
| 1Y | -6.4% | +17.2% | -23.6% | -24.4% |
| 3Y | +98.1% | +75.6% | +22.5% | +1.4% |
| All | +98.1% | +75.8% | +22.3% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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