+48.4%
NU vs ROIV
+325.0%
-276.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +18.8% | -19.0% | -4.2% |
| 7D | +6.0% | +20.2% | -14.1% | +1.6% |
| 30D | +10.8% | +14.1% | -3.4% | +7.2% |
| 3M | +32.2% | +45.6% | -13.4% | +21.1% |
| 6M | +5.1% | +44.1% | -39.0% | -3.6% |
| YTD | -8.4% | +91.2% | -99.6% | -21.4% |
| 1Y | +0.7% | +221.3% | -220.6% | -23.1% |
| 3Y | +125.1% | +229.2% | -104.1% | +66.8% |
| All | +48.4% | +325.0% | -276.6% | -32.4% |
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