+14.5%
NU vs URA
+53.4%
-38.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.8% | -0.2% | -2.1% |
| 7D | +0.8% | +4.5% | -3.7% | -1.4% |
| 30D | -24.1% | -13.4% | -10.6% | -18.9% |
| 3M | -12.8% | -28.4% | +15.6% | +1.9% |
| 6M | -10.9% | -40.5% | +29.6% | +12.4% |
| YTD | -29.3% | -24.3% | -5.1% | -23.3% |
| 1Y | -26.9% | -28.8% | +1.9% | -18.4% |
| 3Y | +38.8% | +37.6% | +1.2% | -6.4% |
| All | +14.5% | +53.4% | -38.9% | -36.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling