+103.3%
NU vs RVTY
+16.6%
+86.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.4% | -1.5% |
| 7D | -2.6% | -5.4% | +2.8% | -1.2% |
| 30D | +8.2% | +6.7% | +1.5% | +6.4% |
| 3M | +26.3% | +19.0% | +7.3% | +20.1% |
| 6M | +2.2% | +34.6% | -32.4% | -6.4% |
| YTD | -10.4% | +28.3% | -38.7% | -17.4% |
| 1Y | -3.0% | +46.0% | -49.0% | -13.9% |
| All | +103.3% | +16.6% | +86.7% | +94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling