-3.0%
NU vs KEY
+18.3%
-21.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.0% |
| 7D | -2.6% | -0.3% | -2.3% | -2.4% |
| 30D | +8.2% | -3.3% | +11.5% | +10.4% |
| 3M | +26.3% | -0.7% | +27.0% | +26.6% |
| 6M | +2.2% | +12.5% | -10.3% | -4.4% |
| YTD | -10.4% | +8.4% | -18.8% | -14.5% |
| 1Y | -3.0% | +18.4% | -21.4% | -13.4% |
| All | -3.0% | +18.3% | -21.2% | -13.4% |
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