+48.8%
NU vs U
-72.7%
+121.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.7% |
| 7D | +7.5% | -3.8% | +11.3% | +8.7% |
| 30D | +6.1% | +17.5% | -11.3% | +0.4% |
| 3M | +26.8% | +38.7% | -11.9% | +13.4% |
| 6M | +2.5% | +104.4% | -101.9% | -19.9% |
| YTD | -8.2% | -5.7% | -2.5% | -11.8% |
| 1Y | +3.4% | +3.7% | -0.3% | -5.9% |
| 3Y | +116.2% | +12.3% | +103.9% | +70.4% |
| All | +48.8% | -72.7% | +121.5% | +78.3% |
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