+3.4%
NU vs TE
+132.3%
-129.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.3% | -2.1% |
| 7D | +7.5% | -4.0% | +11.4% | +7.7% |
| 30D | +6.1% | -15.9% | +22.1% | +7.0% |
| 3M | +26.8% | -60.5% | +87.4% | +31.7% |
| 6M | +2.5% | -35.2% | +37.7% | +3.0% |
| YTD | -8.2% | -31.1% | +23.0% | -7.8% |
| 1Y | +3.4% | +148.6% | -145.3% | +8.7% |
| All | +3.4% | +132.3% | -129.0% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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