-24.1%
NU vs MPC
+122.9%
-147.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -8.1% | +11.4% | +2.1% |
| 7D | +0.2% | -10.9% | +11.1% | -1.4% |
| 30D | -21.0% | -9.4% | -11.6% | -22.0% |
| 3M | -16.3% | +26.0% | -42.3% | -13.8% |
| 6M | -15.3% | +56.5% | -71.8% | -9.8% |
| YTD | -28.4% | +144.3% | -172.6% | -29.6% |
| 1Y | -24.1% | +117.2% | -141.4% | -22.6% |
| All | -24.1% | +122.9% | -147.0% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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