+98.1%
NU vs PNR
-14.5%
+112.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.6% |
| 7D | -4.9% | -6.0% | +1.1% | -2.4% |
| 30D | +7.8% | -14.0% | +21.8% | +14.7% |
| 3M | +20.9% | -21.7% | +42.6% | +32.3% |
| 6M | +0.9% | -37.3% | +38.2% | +21.8% |
| YTD | -12.7% | -45.1% | +32.5% | +11.1% |
| 1Y | -6.4% | -49.1% | +42.7% | +23.7% |
| 3Y | +98.1% | -14.8% | +112.9% | +108.7% |
| All | +98.1% | -14.5% | +112.6% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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