+41.5%
NU vs MDB
-31.9%
+73.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.1% | +0.5% | -1.7% |
| 7D | -4.9% | -1.8% | -3.1% | -4.4% |
| 30D | +7.8% | -17.3% | +25.1% | +13.1% |
| 3M | +20.9% | +2.2% | +18.7% | +16.9% |
| 6M | +0.9% | +33.9% | -33.0% | -13.6% |
| YTD | -12.7% | -13.7% | +1.0% | -14.7% |
| 1Y | -6.4% | +9.1% | -15.5% | -17.6% |
| 3Y | +98.1% | -8.1% | +106.2% | +64.5% |
| All | +41.5% | -31.9% | +73.4% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 10y: compounded portfolio wealth divided by compounded MDB 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…
10y analysis · Full analysis span regression · 6 months rolling