-6.4%
NU vs TER
+222.9%
-229.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.6% | -5.2% | -3.0% |
| 7D | -4.9% | +6.4% | -11.2% | -5.8% |
| 30D | +7.8% | -5.7% | +13.5% | +8.6% |
| 3M | +20.9% | -0.4% | +21.3% | +17.9% |
| 6M | +0.9% | +25.8% | -24.9% | -9.4% |
| YTD | -12.7% | +96.4% | -109.1% | -28.3% |
| 1Y | -6.4% | +229.2% | -235.6% | -28.6% |
| All | -6.4% | +222.9% | -229.3% | -28.6% |
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