-6.4%
NU vs MKTX
-10.6%
+4.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | -4.9% | -0.2% | -4.6% | -4.9% |
| 30D | +7.8% | +0.7% | +7.1% | +7.8% |
| 3M | +20.9% | +40.8% | -19.9% | +18.7% |
| 6M | +0.9% | -8.0% | +8.9% | -5.3% |
| YTD | -12.7% | -8.7% | -3.9% | -17.6% |
| 1Y | -6.4% | -11.8% | +5.4% | -9.9% |
| All | -6.4% | -10.6% | +4.2% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 1y: compounded portfolio wealth divided by compounded MKTX 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…
1y analysis · Full analysis span regression · 6 months rolling