+45.2%
NU vs MDY
+40.8%
+4.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -0.7% |
| 7D | -2.6% | -0.8% | -1.8% | -1.6% |
| 30D | +8.2% | -3.9% | +12.1% | +14.4% |
| 3M | +26.3% | 0.0% | +26.3% | +26.4% |
| 6M | +2.2% | +8.5% | -6.3% | -8.6% |
| YTD | -10.4% | +13.2% | -23.6% | -24.5% |
| 1Y | -3.0% | +15.0% | -18.0% | -20.2% |
| 3Y | +120.3% | +49.6% | +70.7% | +20.4% |
| All | +45.2% | +40.8% | +4.4% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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