+44.8%
NU vs PL
+455.3%
-410.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +10.4% | -7.9% | +1.2% |
| 7D | +3.6% | -6.8% | +10.4% | +4.3% |
| 30D | -22.8% | -29.3% | +6.5% | -19.8% |
| 3M | -14.8% | -44.8% | +30.0% | -9.2% |
| 6M | -16.9% | -68.4% | +51.5% | -6.9% |
| YTD | -28.1% | -36.4% | +8.2% | -28.0% |
| 1Y | -24.5% | +0.7% | -25.3% | -29.7% |
| 3Y | +44.8% | +455.3% | -410.5% | -6.5% |
| All | +44.8% | +455.3% | -410.5% | -6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling