+45.4%
NU vs U
-72.5%
+117.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.5% |
| 7D | -4.2% | 0.0% | -4.2% | -4.2% |
| 30D | +10.0% | -4.1% | +14.1% | +11.3% |
| 3M | +29.3% | +57.8% | -28.5% | +11.1% |
| 6M | +0.9% | +103.5% | -102.6% | -20.9% |
| YTD | -10.3% | -4.8% | -5.5% | -14.0% |
| 1Y | -3.2% | -2.4% | -0.8% | -9.7% |
| 3Y | +120.6% | +11.7% | +108.9% | +74.7% |
| All | +45.4% | -72.5% | +117.9% | +73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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