+48.4%
NU vs RBA
+26.9%
+21.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | +0.5% |
| 7D | +6.0% | -1.1% | +7.1% | +6.5% |
| 30D | +10.8% | -13.2% | +24.0% | +17.0% |
| 3M | +32.2% | -21.4% | +53.5% | +43.6% |
| 6M | +5.1% | -20.9% | +26.0% | +13.7% |
| YTD | -8.4% | -19.9% | +11.4% | -2.2% |
| 1Y | +0.7% | -28.7% | +29.4% | +13.2% |
| 3Y | +125.1% | +27.4% | +97.7% | +89.5% |
| All | +48.4% | +26.9% | +21.5% | +55.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling