+3.1%
NU vs TER
-31.8%
+34.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -5.4% | +17.1% | +12.1% |
| 7D | +9.9% | +14.4% | -4.5% | +8.5% |
| 30D | -11.5% | -30.6% | +19.1% | -9.5% |
| 3M | -5.1% | -39.2% | +34.1% | -2.4% |
| 6M | +3.1% | -31.3% | +34.4% | +2.1% |
| All | +3.1% | -31.8% | +34.9% | +2.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling