-26.9%
NU vs U
+19.5%
-46.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.0% | -4.1% |
| 7D | +0.8% | +2.8% | -2.1% | +0.3% |
| 30D | -24.1% | +7.6% | -31.7% | -25.2% |
| 3M | -12.8% | +12.7% | -25.4% | -14.7% |
| 6M | -10.9% | +87.0% | -97.8% | -18.9% |
| YTD | -29.3% | +13.6% | -42.9% | -31.5% |
| 1Y | -26.9% | +25.3% | -52.2% | -30.8% |
| All | -26.9% | +19.5% | -46.4% | -30.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling