+48.4%
NU vs PAAS
+129.7%
-81.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.1% |
| 7D | +6.0% | +2.0% | +4.0% | +5.5% |
| 30D | +10.8% | -0.1% | +10.8% | +10.4% |
| 3M | +32.2% | +8.2% | +23.9% | +28.5% |
| 6M | +5.1% | -13.8% | +18.9% | +7.5% |
| YTD | -8.4% | -0.6% | -7.8% | -10.9% |
| 1Y | +0.7% | +44.0% | -43.3% | -12.6% |
| 3Y | +125.1% | +246.6% | -121.5% | +42.0% |
| All | +48.4% | +129.7% | -81.3% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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