-8.6%
NU vs Q
+79.8%
-88.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.5% | -5.2% | -3.1% |
| 7D | -4.9% | +4.9% | -9.8% | -5.7% |
| 30D | +7.8% | -11.0% | +18.8% | +9.8% |
| 3M | +20.9% | -15.2% | +36.1% | +22.8% |
| 6M | +0.9% | +8.8% | -7.9% | -5.6% |
| YTD | -12.7% | +55.1% | -67.8% | -26.1% |
| All | -8.6% | +79.8% | -88.4% | -20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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