+98.1%
NU vs MTB
+114.2%
-16.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.8% |
| 7D | -4.9% | 0.0% | -4.9% | -4.9% |
| 30D | +7.8% | -4.8% | +12.6% | +10.1% |
| 3M | +20.9% | +6.0% | +15.0% | +17.8% |
| 6M | +0.9% | +19.6% | -18.7% | -6.7% |
| YTD | -12.7% | +21.5% | -34.1% | -19.7% |
| 1Y | -6.4% | +24.7% | -31.1% | -15.1% |
| 3Y | +98.1% | +108.6% | -10.5% | +56.6% |
| All | +98.1% | +114.2% | -16.1% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 3y: compounded portfolio wealth divided by compounded MTB 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…
3y analysis · Full analysis span regression · 6 months rolling