+34.4%
NU vs VIK
+225.1%
-190.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.9% | -3.1% |
| 7D | -4.9% | -0.9% | -3.9% | -4.6% |
| 30D | +7.8% | -18.4% | +26.2% | +16.1% |
| 3M | +20.9% | -8.8% | +29.7% | +23.9% |
| 6M | +0.9% | +17.1% | -16.2% | -8.0% |
| YTD | -12.7% | +19.0% | -31.7% | -21.4% |
| 1Y | -6.4% | +30.1% | -36.5% | -19.5% |
| All | +34.4% | +225.1% | -190.7% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling