+16.9%
NU vs PAAS
+79.6%
-62.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.8% | +3.6% | -0.7% |
| 7D | +4.0% | +4.2% | -0.1% | +2.9% |
| 30D | -25.1% | -13.8% | -11.3% | -22.3% |
| 3M | -12.8% | -22.7% | +9.9% | -7.5% |
| 6M | -12.5% | -32.1% | +19.6% | -4.6% |
| YTD | -27.8% | -22.3% | -5.6% | -25.5% |
| 1Y | -24.6% | +7.7% | -32.3% | -29.1% |
| 3Y | +41.8% | +214.0% | -172.2% | -9.2% |
| All | +16.9% | +79.6% | -62.7% | -10.0% |
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