-24.1%
NU vs TROW
+17.3%
-41.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.0% | -2.7% | -0.4% |
| 7D | +0.2% | +8.2% | -8.1% | -4.7% |
| 30D | -21.0% | +8.3% | -29.3% | -24.8% |
| 3M | -16.3% | -1.6% | -14.8% | -15.9% |
| 6M | -15.3% | +11.9% | -27.2% | -21.5% |
| YTD | -28.4% | +14.3% | -42.7% | -35.2% |
| 1Y | -24.1% | +17.0% | -41.1% | -32.5% |
| All | -24.1% | +17.3% | -41.4% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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