+49.6%
NU vs URI
+161.0%
-111.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.9% | -4.1% | +0.8% |
| 7D | +6.4% | -4.0% | +10.4% | +7.4% |
| 30D | -23.3% | +6.8% | -30.1% | -25.1% |
| 3M | -10.7% | -2.8% | -7.9% | -10.4% |
| 6M | -10.4% | +20.9% | -31.3% | -16.6% |
| YTD | -26.2% | +40.2% | -66.4% | -36.1% |
| 1Y | -22.1% | +34.1% | -56.2% | -31.4% |
| 3Y | +49.6% | +164.1% | -114.5% | -5.3% |
| All | +49.6% | +161.0% | -111.3% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 3y: compounded portfolio wealth divided by compounded URI 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…
3y analysis · Full analysis span regression · 6 months rolling