+125.1%
NU vs TT
+121.9%
+3.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.2% | -0.1% |
| 7D | +6.0% | +1.6% | +4.4% | +5.2% |
| 30D | +10.8% | -7.3% | +18.1% | +14.8% |
| 3M | +32.2% | -2.6% | +34.7% | +32.9% |
| 6M | +5.1% | +5.9% | -0.7% | +0.8% |
| YTD | -8.4% | +15.4% | -23.8% | -16.3% |
| 1Y | +0.7% | +8.2% | -7.5% | -5.1% |
| 3Y | +125.1% | +122.7% | +2.5% | +51.5% |
| All | +125.1% | +121.9% | +3.2% | +51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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