+98.1%
NU vs TRI
-18.9%
+117.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -3.0% |
| 7D | -4.9% | -7.9% | +3.0% | -3.6% |
| 30D | +7.8% | -4.5% | +12.3% | +8.4% |
| 3M | +20.9% | +22.1% | -1.2% | +13.8% |
| 6M | +0.9% | -2.8% | +3.7% | +0.9% |
| YTD | -12.7% | -23.4% | +10.7% | -4.2% |
| 1Y | -6.4% | -41.5% | +35.1% | +16.5% |
| 3Y | +98.1% | -19.2% | +117.3% | +125.6% |
| All | +98.1% | -18.9% | +117.0% | +125.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 3y: compounded portfolio wealth divided by compounded TRI 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…
3y analysis · Full analysis span regression · 6 months rolling