+41.8%
NU vs TER
+188.4%
-146.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.0% | -2.2% |
| 7D | +4.0% | -8.9% | +12.9% | +5.4% |
| 30D | -25.1% | -39.1% | +14.0% | -18.5% |
| 3M | -12.8% | -32.8% | +19.9% | -7.7% |
| 6M | -12.5% | -31.7% | +19.3% | -10.4% |
| YTD | -27.8% | +26.9% | -54.8% | -37.0% |
| 1Y | -24.6% | +33.6% | -58.2% | -35.1% |
| 3Y | +41.8% | +181.5% | -139.7% | -9.2% |
| All | +41.8% | +188.4% | -146.6% | -9.2% |
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