+103.5%
NU vs TER
+270.5%
-167.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.7% | +0.8% |
| 7D | -4.2% | +9.4% | -13.6% | -5.9% |
| 30D | +10.0% | -2.4% | +12.5% | +10.2% |
| 3M | +29.3% | +6.5% | +22.7% | +24.1% |
| 6M | +0.9% | +23.2% | -22.2% | -8.4% |
| YTD | -10.3% | +91.5% | -101.8% | -26.7% |
| 1Y | -3.2% | +214.8% | -218.0% | -30.2% |
| All | +103.5% | +270.5% | -167.0% | +30.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling