+48.8%
NU vs MP
+14.1%
+34.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.3% |
| 7D | +7.5% | -2.9% | +10.3% | +8.1% |
| 30D | +6.1% | +13.8% | -7.7% | +3.4% |
| 3M | +26.8% | -16.7% | +43.5% | +30.3% |
| 6M | +2.5% | -11.5% | +14.0% | +2.7% |
| YTD | -8.2% | +7.9% | -16.1% | -12.3% |
| 1Y | +3.4% | -15.0% | +18.4% | +0.7% |
| 3Y | +116.2% | +153.5% | -37.3% | +35.2% |
| All | +48.8% | +14.1% | +34.7% | +18.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling