+45.2%
NU vs RVTY
-34.1%
+79.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.5% | +0.4% | -1.1% |
| 7D | -2.6% | -5.4% | +2.8% | -0.4% |
| 30D | +8.2% | +6.7% | +1.5% | +5.3% |
| 3M | +26.3% | +19.0% | +7.3% | +17.0% |
| 6M | +2.2% | +34.6% | -32.4% | -10.6% |
| YTD | -10.4% | +28.3% | -38.7% | -20.8% |
| 1Y | -3.0% | +46.0% | -49.0% | -19.5% |
| 3Y | +120.3% | +16.9% | +103.4% | +91.8% |
| All | +45.2% | -34.1% | +79.3% | +76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling