-24.1%
NU vs TDG
-5.9%
-18.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.7% | +2.5% | +3.0% |
| 7D | +0.2% | +7.1% | -6.9% | -2.4% |
| 30D | -21.0% | +11.4% | -32.4% | -24.5% |
| 3M | -16.3% | -4.6% | -11.8% | -14.5% |
| 6M | -15.3% | +5.8% | -21.2% | -17.0% |
| YTD | -28.4% | -8.5% | -19.9% | -29.3% |
| 1Y | -24.1% | -5.8% | -18.3% | -25.0% |
| All | -24.1% | -5.9% | -18.3% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 1y: compounded portfolio wealth divided by compounded TDG 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…
1y analysis · Full analysis span regression · 6 months rolling