+98.1%
NU vs NI
+68.9%
+29.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.6% | -2.7% |
| 7D | -4.9% | 0.0% | -4.9% | -4.9% |
| 30D | +7.8% | -1.4% | +9.2% | +8.2% |
| 3M | +20.9% | -10.6% | +31.5% | +24.5% |
| 6M | +0.9% | -9.3% | +10.2% | +3.4% |
| YTD | -12.7% | +1.1% | -13.8% | -13.4% |
| 1Y | -6.4% | +3.4% | -9.8% | -7.8% |
| 3Y | +98.1% | +67.9% | +30.2% | +65.7% |
| All | +98.1% | +68.9% | +29.2% | +65.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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