+3.4%
NU vs VIK
+37.7%
-34.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.2% | -2.1% |
| 7D | +7.5% | -3.0% | +10.5% | +8.5% |
| 30D | +6.1% | -20.7% | +26.9% | +13.9% |
| 3M | +26.8% | -4.6% | +31.5% | +26.4% |
| 6M | +2.5% | +14.0% | -11.5% | -5.5% |
| YTD | -8.2% | +20.2% | -28.3% | -16.8% |
| 1Y | +3.4% | +36.0% | -32.6% | -10.5% |
| All | +3.4% | +37.7% | -34.4% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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