+48.4%
NU vs MET
+83.0%
-34.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | +1.1% |
| 7D | +6.0% | +1.1% | +4.9% | +5.3% |
| 30D | +10.8% | -2.3% | +13.1% | +12.4% |
| 3M | +32.2% | +13.9% | +18.3% | +21.3% |
| 6M | +5.1% | +34.8% | -29.7% | -13.3% |
| YTD | -8.4% | +23.5% | -32.0% | -20.5% |
| 1Y | +0.7% | +23.4% | -22.7% | -12.9% |
| 3Y | +125.1% | +64.9% | +60.2% | +55.3% |
| All | +48.4% | +83.0% | -34.6% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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