-24.1%
NU vs KEY
+29.6%
-53.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.5% | +1.8% | +2.3% |
| 7D | +0.2% | +1.7% | -1.5% | -0.9% |
| 30D | -21.0% | +6.8% | -27.8% | -24.6% |
| 3M | -16.3% | -5.8% | -10.5% | -13.1% |
| 6M | -15.3% | +1.4% | -16.8% | -16.6% |
| YTD | -28.4% | +7.5% | -35.9% | -32.3% |
| 1Y | -24.1% | +29.6% | -53.7% | -36.3% |
| All | -24.1% | +29.6% | -53.7% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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