+45.2%
NU vs TRI
-12.6%
+57.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.5% |
| 7D | -2.6% | -8.4% | +5.8% | +0.2% |
| 30D | +8.2% | -6.5% | +14.7% | +10.2% |
| 3M | +26.3% | +18.6% | +7.7% | +14.4% |
| 6M | +2.2% | -10.4% | +12.7% | +5.0% |
| YTD | -10.4% | -23.7% | +13.3% | +1.7% |
| 1Y | -3.0% | -42.5% | +39.5% | +34.8% |
| 3Y | +120.3% | -19.3% | +139.5% | +110.5% |
| All | +45.2% | -12.6% | +57.8% | +18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling