+45.4%
NU vs TDG
+124.3%
-78.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -4.2% | -2.7% | -1.5% | -2.4% |
| 30D | +10.0% | -9.3% | +19.3% | +17.5% |
| 3M | +29.3% | -7.1% | +36.3% | +35.2% |
| 6M | +0.9% | -11.2% | +12.1% | +8.2% |
| YTD | -10.3% | -15.3% | +5.0% | -1.5% |
| 1Y | -3.2% | -12.5% | +9.3% | +3.3% |
| 3Y | +120.6% | +51.2% | +69.4% | +34.7% |
| All | +45.4% | +124.3% | -78.9% | -42.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling