-6.4%
NU vs OWL
-38.6%
+32.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.9% | -3.0% |
| 7D | -4.9% | -10.1% | +5.2% | -2.1% |
| 30D | +7.8% | -11.9% | +19.7% | +11.3% |
| 3M | +20.9% | +10.7% | +10.2% | +16.0% |
| 6M | +0.9% | +22.1% | -21.2% | -5.6% |
| YTD | -12.7% | -24.8% | +12.1% | -9.2% |
| 1Y | -6.4% | -39.2% | +32.8% | +1.4% |
| All | -6.4% | -38.6% | +32.2% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 1y: compounded portfolio wealth divided by compounded OWL 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…
1y analysis · Full analysis span regression · 6 months rolling