-24.8%
NU vs TMF
-26.6%
+1.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.9% | +2.0% |
| 7D | +2.8% | -3.4% | +6.1% | +3.6% |
| 30D | -23.0% | +11.5% | -34.6% | -25.5% |
| 3M | -9.7% | -4.5% | -5.2% | -8.3% |
| 6M | -8.7% | -15.0% | +6.2% | -5.0% |
| YTD | -26.4% | -19.9% | -6.6% | -24.3% |
| 1Y | -24.8% | -26.6% | +1.7% | -20.1% |
| All | -24.8% | -26.6% | +1.8% | -20.1% |
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