+179.0%
NU vs KVUE
-20.4%
+199.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | -4.9% | -5.1% | +0.2% | -4.3% |
| 30D | +7.8% | -6.3% | +14.1% | +8.6% |
| 3M | +20.9% | -0.5% | +21.4% | +21.0% |
| 6M | +0.9% | +3.1% | -2.2% | +0.6% |
| YTD | -12.7% | +6.7% | -19.4% | -13.3% |
| 1Y | -6.4% | -1.1% | -5.3% | -6.7% |
| 3Y | +98.1% | -8.7% | +106.8% | +98.5% |
| All | +179.0% | -20.4% | +199.4% | +186.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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