+125.0%
NU vs URI
+121.2%
+3.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.6% | -2.5% |
| 7D | +7.5% | -2.0% | +9.5% | +8.1% |
| 30D | +6.1% | -12.9% | +19.1% | +10.5% |
| 3M | +26.8% | -6.7% | +33.5% | +28.8% |
| 6M | +2.5% | +19.0% | -16.5% | -4.8% |
| YTD | -8.2% | +25.5% | -33.7% | -17.4% |
| 1Y | +3.4% | +5.5% | -2.2% | -0.9% |
| All | +125.0% | +121.2% | +3.8% | +65.3% |
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