+28.0%
NU vs RBA
+47.5%
-19.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.9% | +10.8% | +11.4% |
| 7D | +9.9% | +1.7% | +8.1% | +9.2% |
| 30D | -11.5% | +8.3% | -19.8% | -14.4% |
| 3M | -5.1% | +10.5% | -15.6% | -9.3% |
| 6M | +3.1% | -5.9% | +9.0% | +3.8% |
| YTD | -21.0% | -6.9% | -14.2% | -20.8% |
| 1Y | -15.2% | -4.9% | -10.3% | -15.9% |
| 3Y | +56.4% | +64.5% | -8.0% | +18.3% |
| All | +28.0% | +47.5% | -19.5% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling