+28.0%
NU vs U
-65.4%
+93.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +5.2% | +6.5% | +10.2% |
| 7D | +9.9% | +2.6% | +7.3% | +9.1% |
| 30D | -11.5% | +27.6% | -39.0% | -18.2% |
| 3M | -5.1% | +15.3% | -20.4% | -9.7% |
| 6M | +3.1% | +96.4% | -93.3% | -17.7% |
| YTD | -21.0% | +19.6% | -40.6% | -29.8% |
| 1Y | -15.2% | +42.1% | -57.3% | -29.2% |
| 3Y | +56.4% | +87.5% | -31.1% | +2.8% |
| All | +28.0% | -65.4% | +93.4% | +41.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling