+3.4%
NU vs MPC
+120.1%
-116.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.0% |
| 7D | +7.5% | +5.4% | +2.0% | +8.0% |
| 30D | +6.1% | +31.0% | -24.8% | +8.4% |
| 3M | +26.8% | +46.0% | -19.2% | +30.8% |
| 6M | +2.5% | +77.3% | -74.8% | +4.2% |
| YTD | -8.2% | +141.9% | -150.1% | -15.2% |
| 1Y | +3.4% | +120.9% | -117.6% | +1.2% |
| All | +3.4% | +120.1% | -116.7% | +1.2% |
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