+48.4%
NU vs TER
+138.2%
-89.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.5% | -1.6% |
| 7D | +6.0% | +11.0% | -4.9% | +2.5% |
| 30D | +10.8% | -1.9% | +12.6% | +10.7% |
| 3M | +32.2% | -0.7% | +32.8% | +26.6% |
| 6M | +5.1% | +36.4% | -31.2% | -14.1% |
| YTD | -8.4% | +92.4% | -100.9% | -35.6% |
| 1Y | +0.7% | +213.5% | -212.8% | -43.6% |
| 3Y | +125.1% | +277.2% | -152.1% | -0.6% |
| All | +48.4% | +138.2% | -89.8% | -22.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling