-26.9%
NU vs MPC
+110.3%
-137.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.5% | -6.5% | -3.6% |
| 7D | +0.8% | +9.4% | -8.6% | +2.0% |
| 30D | -24.1% | -13.4% | -10.6% | -25.4% |
| 3M | -12.8% | +18.9% | -31.6% | -10.8% |
| 6M | -10.9% | +64.9% | -75.8% | -4.0% |
| YTD | -29.3% | +156.8% | -186.1% | -29.9% |
| 1Y | -26.9% | +113.2% | -140.1% | -21.8% |
| All | -26.9% | +110.3% | -137.1% | -21.8% |
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