+3.4%
NU vs MSCI
+4.9%
-1.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | +7.5% | +0.4% | +7.1% | +7.4% |
| 30D | +6.1% | +0.6% | +5.6% | +6.0% |
| 3M | +26.8% | -7.1% | +33.9% | +27.5% |
| 6M | +2.5% | +0.8% | +1.6% | +1.6% |
| YTD | -8.2% | +1.0% | -9.2% | -9.4% |
| 1Y | +3.4% | +4.3% | -1.0% | +1.2% |
| All | +3.4% | +4.9% | -1.5% | +1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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