+41.5%
NU vs TRV
+168.7%
-127.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.1% | -4.7% | -3.1% |
| 7D | -4.9% | +1.9% | -6.8% | -5.3% |
| 30D | +7.8% | +1.7% | +6.1% | +7.4% |
| 3M | +20.9% | +23.9% | -3.0% | +15.4% |
| 6M | +0.9% | +26.3% | -25.4% | -4.2% |
| YTD | -12.7% | +30.8% | -43.5% | -17.8% |
| 1Y | -6.4% | +36.3% | -42.7% | -12.7% |
| 3Y | +98.1% | +145.0% | -46.9% | +65.9% |
| All | +41.5% | +168.7% | -127.2% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 10y: compounded portfolio wealth divided by compounded TRV 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…
10y analysis · Full analysis span regression · 6 months rolling