+16.5%
NU vs ROIV
+298.4%
-281.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.2% | -3.7% | +1.2% |
| 7D | +3.6% | +5.3% | -1.7% | +2.5% |
| 30D | -22.8% | +11.9% | -34.7% | -24.6% |
| 3M | -14.8% | +10.7% | -25.5% | -17.2% |
| 6M | -16.9% | +34.9% | -51.8% | -23.0% |
| YTD | -28.1% | +79.2% | -107.3% | -37.6% |
| 1Y | -24.5% | +89.0% | -113.5% | -35.4% |
| 3Y | +44.8% | +337.3% | -292.6% | +2.5% |
| All | +16.5% | +298.4% | -281.9% | -46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling