-24.6%
NU vs PL
+7.9%
-32.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | +4.0% | +5.6% | -1.6% | +3.4% |
| 30D | -25.1% | -16.9% | -8.1% | -24.2% |
| 3M | -12.8% | -38.2% | +25.4% | -10.3% |
| 6M | -12.5% | -63.4% | +51.0% | -7.7% |
| YTD | -27.8% | -27.6% | -0.2% | -28.6% |
| 1Y | -24.6% | +6.6% | -31.2% | -27.0% |
| All | -24.6% | +7.9% | -32.5% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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