-3.0%
NU vs TMF
-23.1%
+20.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -1.9% |
| 7D | -2.6% | -0.9% | -1.7% | -2.4% |
| 30D | +8.2% | -1.0% | +9.2% | +8.4% |
| 3M | +26.3% | -11.3% | +37.5% | +28.2% |
| 6M | +2.2% | -22.7% | +25.0% | +1.8% |
| YTD | -10.4% | -17.3% | +7.0% | -10.0% |
| 1Y | -3.0% | -22.5% | +19.5% | -4.4% |
| All | -3.0% | -23.1% | +20.1% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 1y: compounded portfolio wealth divided by compounded TMF 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…
1y analysis · Full analysis span regression · 6 months rolling