+41.5%
NU vs ON
+18.8%
+22.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +8.5% | -11.2% | -5.2% |
| 7D | -4.9% | +2.4% | -7.2% | -5.8% |
| 30D | +7.8% | -8.6% | +16.4% | +10.4% |
| 3M | +20.9% | -34.3% | +55.3% | +32.9% |
| 6M | +0.9% | +28.5% | -27.6% | -15.4% |
| YTD | -12.7% | +40.6% | -53.3% | -29.7% |
| 1Y | -6.4% | +55.3% | -61.7% | -28.2% |
| 3Y | +98.1% | -22.2% | +120.3% | +85.0% |
| All | +41.5% | +18.8% | +22.8% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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