-3.2%
NU vs XRT
-2.3%
-0.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.6% |
| 7D | -4.2% | -3.6% | -0.6% | -2.1% |
| 30D | +10.0% | -6.7% | +16.7% | +14.8% |
| 3M | +29.3% | -1.4% | +30.6% | +29.8% |
| 6M | +0.9% | +1.7% | -0.8% | -1.5% |
| YTD | -10.3% | -1.5% | -8.8% | -11.6% |
| 1Y | -3.2% | -2.5% | -0.7% | -6.6% |
| All | -3.2% | -2.3% | -0.8% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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