+3.4%
NU vs RACE
-16.2%
+19.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -1.5% |
| 7D | +7.5% | -2.5% | +10.0% | +8.2% |
| 30D | +6.1% | +0.8% | +5.4% | +5.9% |
| 3M | +26.8% | +17.2% | +9.7% | +21.8% |
| 6M | +2.5% | +13.6% | -11.1% | -2.4% |
| YTD | -8.2% | +12.2% | -20.4% | -12.1% |
| 1Y | +3.4% | -16.3% | +19.6% | -1.2% |
| All | +3.4% | -16.2% | +19.6% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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