+3.4%
NU vs URA
+17.2%
-13.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.8% | -2.2% |
| 7D | +7.5% | +1.1% | +6.4% | +7.1% |
| 30D | +6.1% | +7.4% | -1.2% | +3.9% |
| 3M | +26.8% | -8.4% | +35.2% | +29.0% |
| 6M | +2.5% | -12.7% | +15.2% | +4.5% |
| YTD | -8.2% | +7.8% | -16.0% | -10.0% |
| 1Y | +3.4% | +19.5% | -16.1% | -0.2% |
| All | +3.4% | +17.2% | -13.9% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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