+16.9%
NU vs U
-67.1%
+84.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.1% | -1.6% |
| 7D | +4.0% | +24.4% | -20.3% | -3.1% |
| 30D | -25.1% | +7.4% | -32.4% | -27.2% |
| 3M | -12.8% | +16.8% | -29.6% | -17.5% |
| 6M | -12.5% | +78.8% | -91.2% | -28.2% |
| YTD | -27.8% | +14.0% | -41.8% | -35.0% |
| 1Y | -24.6% | +16.7% | -41.3% | -33.0% |
| 3Y | +41.8% | +86.4% | -44.6% | -7.2% |
| All | +16.9% | -67.1% | +84.0% | +31.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling