+45.2%
NU vs MSCI
-8.9%
+54.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.7% | -2.5% |
| 7D | -2.6% | -1.1% | -1.5% | -2.1% |
| 30D | +8.2% | -1.2% | +9.4% | +8.7% |
| 3M | +26.3% | -8.4% | +34.7% | +31.0% |
| 6M | +2.2% | -1.0% | +3.3% | +0.8% |
| YTD | -10.4% | -2.3% | -8.1% | -12.0% |
| 1Y | -3.0% | -1.2% | -1.8% | -6.2% |
| 3Y | +120.3% | +7.9% | +112.3% | +86.4% |
| All | +45.2% | -8.9% | +54.1% | +52.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling