+16.5%
NU vs P
+193.3%
-176.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.5% | -1.1% | +1.3% |
| 7D | +3.6% | -23.8% | +27.4% | +12.1% |
| 30D | -22.8% | -36.6% | +13.8% | -12.0% |
| 3M | -14.8% | +10.9% | -25.7% | -21.2% |
| 6M | -16.9% | +30.0% | -46.9% | -29.9% |
| YTD | -28.1% | +44.4% | -72.5% | -42.6% |
| 1Y | -24.5% | +3.9% | -28.5% | -33.4% |
| 3Y | +44.8% | +176.6% | -131.8% | -34.6% |
| All | +16.5% | +193.3% | -176.8% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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