-24.8%
NU vs KEY
+23.0%
-47.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.7% |
| 7D | +2.8% | -0.5% | +3.3% | +3.1% |
| 30D | -23.0% | +6.7% | -29.8% | -26.5% |
| 3M | -9.7% | -4.6% | -5.1% | -6.9% |
| 6M | -8.7% | +2.6% | -11.3% | -10.8% |
| YTD | -26.4% | +7.0% | -33.4% | -30.5% |
| 1Y | -24.8% | +23.5% | -48.3% | -35.2% |
| All | -24.8% | +23.0% | -47.8% | -35.2% |
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