+41.5%
NU vs TCOM
+45.8%
-4.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.5% | -2.9% |
| 7D | -4.9% | -4.9% | 0.0% | -3.4% |
| 30D | +7.8% | -14.4% | +22.2% | +13.1% |
| 3M | +20.9% | -17.7% | +38.6% | +27.8% |
| 6M | +0.9% | -25.1% | +26.0% | +9.9% |
| YTD | -12.7% | -45.7% | +33.1% | +4.7% |
| 1Y | -6.4% | -47.9% | +41.5% | +13.4% |
| 3Y | +98.1% | +8.9% | +89.2% | +66.9% |
| All | +41.5% | +45.8% | -4.3% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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