-24.1%
NU vs TER
+42.7%
-66.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -6.8% | +10.1% | +4.3% |
| 7D | +0.2% | -19.9% | +20.0% | +3.4% |
| 30D | -21.0% | -43.5% | +22.5% | -14.2% |
| 3M | -16.3% | -37.8% | +21.5% | -10.9% |
| 6M | -15.3% | -25.6% | +10.2% | -16.7% |
| YTD | -28.4% | +29.8% | -58.2% | -41.5% |
| 1Y | -24.1% | +43.2% | -67.3% | -40.5% |
| All | -24.1% | +42.7% | -66.8% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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