+56.4%
NU vs MP
+161.0%
-104.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +3.5% | +8.3% | +11.4% |
| 7D | +9.9% | +9.5% | +0.4% | +9.0% |
| 30D | -11.5% | -3.0% | -8.5% | -11.3% |
| 3M | -5.1% | -30.4% | +25.3% | -2.0% |
| 6M | +3.1% | -39.2% | +42.3% | +6.9% |
| YTD | -21.0% | -23.3% | +2.3% | -19.8% |
| 1Y | -15.2% | -32.6% | +17.4% | -13.3% |
| 3Y | +56.4% | +159.3% | -102.8% | +26.3% |
| All | +56.4% | +161.0% | -104.6% | +26.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling