+3.4%
NU vs MP
-17.4%
+20.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.1% |
| 7D | +7.5% | -2.9% | +10.3% | +7.9% |
| 30D | +6.1% | +13.8% | -7.7% | +4.7% |
| 3M | +26.8% | -16.7% | +43.5% | +28.4% |
| 6M | +2.5% | -11.5% | +14.0% | +1.9% |
| YTD | -8.2% | +7.9% | -16.1% | -9.7% |
| 1Y | +3.4% | -15.0% | +18.4% | +2.9% |
| All | +3.4% | -17.4% | +20.8% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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