+45.4%
NU vs TE
-60.4%
+105.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.7% | +6.9% | +1.0% |
| 7D | -4.2% | +0.9% | -5.1% | -4.4% |
| 30D | +10.0% | -16.3% | +26.3% | +12.3% |
| 3M | +29.3% | -40.8% | +70.0% | +35.8% |
| 6M | +0.9% | -42.6% | +43.5% | +2.9% |
| YTD | -10.3% | -31.4% | +21.2% | -12.4% |
| 1Y | -3.2% | +144.9% | -148.1% | -27.2% |
| 3Y | +120.6% | -26.0% | +146.6% | +104.0% |
| All | +45.4% | -60.4% | +105.9% | +40.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling