+48.8%
NU vs PAAS
+131.2%
-82.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.4% |
| 7D | +7.5% | -2.9% | +10.4% | +8.3% |
| 30D | +6.1% | +6.8% | -0.7% | +3.9% |
| 3M | +26.8% | -2.9% | +29.7% | +26.6% |
| 6M | +2.5% | -16.4% | +18.9% | +5.6% |
| YTD | -8.2% | 0.0% | -8.2% | -10.9% |
| 1Y | +3.4% | +54.3% | -51.0% | -12.1% |
| 3Y | +116.2% | +230.7% | -114.5% | +38.8% |
| All | +48.8% | +131.2% | -82.4% | +7.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling