+48.8%
NU vs TER
+128.6%
-79.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.5% | -7.5% | -3.7% |
| 7D | +7.5% | +0.6% | +6.9% | +7.2% |
| 30D | +6.1% | -8.3% | +14.4% | +8.4% |
| 3M | +26.8% | -12.2% | +39.0% | +26.3% |
| 6M | +2.5% | +17.1% | -14.6% | -11.6% |
| YTD | -8.2% | +84.7% | -92.9% | -34.6% |
| 1Y | +3.4% | +199.9% | -196.6% | -41.3% |
| 3Y | +116.2% | +232.8% | -116.6% | +2.3% |
| All | +48.8% | +128.6% | -79.8% | -21.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling