-6.4%
NU vs IVZ
+49.7%
-56.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.1% | -3.8% | -3.1% |
| 7D | -4.9% | -2.4% | -2.5% | -4.0% |
| 30D | +7.8% | +3.0% | +4.8% | +6.6% |
| 3M | +20.9% | +14.9% | +6.1% | +14.2% |
| 6M | +0.9% | +36.7% | -35.8% | -10.5% |
| YTD | -12.7% | +25.7% | -38.3% | -21.4% |
| 1Y | -6.4% | +47.7% | -54.1% | -18.9% |
| All | -6.4% | +49.7% | -56.1% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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