+98.1%
NU vs JAAA
+19.0%
+79.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -3.1% |
| 7D | -4.9% | +0.1% | -5.0% | -5.4% |
| 30D | +7.8% | +0.5% | +7.3% | +4.3% |
| 3M | +20.9% | +1.3% | +19.7% | +11.8% |
| 6M | +0.9% | +2.8% | -1.9% | -15.0% |
| YTD | -12.7% | +3.3% | -15.9% | -28.2% |
| 1Y | -6.4% | +4.9% | -11.3% | -29.7% |
| 3Y | +98.1% | +19.0% | +79.1% | +80.3% |
| All | +98.1% | +19.0% | +79.1% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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