+16.1%
NU vs NET
+60.9%
-44.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.6% | +5.8% | +4.1% |
| 7D | +0.2% | -16.4% | +16.5% | +6.0% |
| 30D | -21.0% | -25.8% | +4.8% | -13.3% |
| 3M | -16.3% | -11.5% | -4.8% | -14.6% |
| 6M | -15.3% | +18.9% | -34.2% | -24.3% |
| YTD | -28.4% | +35.2% | -63.6% | -40.9% |
| 1Y | -24.1% | +14.5% | -38.6% | -33.5% |
| 3Y | +41.4% | +313.8% | -272.4% | -31.2% |
| All | +16.1% | +60.9% | -44.9% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 5y: compounded portfolio wealth divided by compounded NET 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…
5y analysis · Full analysis span regression · 6 months rolling