+16.9%
NU vs ROIV
+322.0%
-305.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.3% | -3.5% | -2.5% |
| 7D | +4.0% | +14.3% | -10.2% | +1.2% |
| 30D | -25.1% | +16.2% | -41.3% | -27.4% |
| 3M | -12.8% | +15.1% | -28.0% | -16.0% |
| 6M | -12.5% | +44.2% | -56.7% | -20.0% |
| YTD | -27.8% | +89.8% | -117.7% | -38.1% |
| 1Y | -24.6% | +94.6% | -119.2% | -35.8% |
| 3Y | +41.8% | +367.5% | -325.8% | -1.0% |
| All | +16.9% | +322.0% | -305.1% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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