+45.2%
NU vs KRE
+18.6%
+26.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -1.5% |
| 7D | -2.6% | -1.1% | -1.5% | -2.0% |
| 30D | +8.2% | -3.4% | +11.6% | +10.5% |
| 3M | +26.3% | +3.7% | +22.6% | +23.3% |
| 6M | +2.2% | +14.8% | -12.5% | -5.9% |
| YTD | -10.4% | +14.7% | -25.1% | -17.7% |
| 1Y | -3.0% | +16.0% | -19.0% | -11.8% |
| 3Y | +120.3% | +84.3% | +36.0% | +45.7% |
| All | +45.2% | +18.6% | +26.6% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 all: compounded portfolio wealth divided by compounded KRE 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…
all analysis · Full analysis span regression · 6 months rolling