+70.6%
T vs NU
+5.2%
+65.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | -0.2% |
| 7D | +1.6% | +0.8% | +0.9% | +1.6% |
| 30D | -2.9% | -24.1% | +21.1% | -2.2% |
| 3M | -7.5% | -12.8% | +5.3% | -7.4% |
| 6M | -9.9% | -10.9% | +0.9% | -9.9% |
| YTD | -6.4% | -29.3% | +22.9% | -5.8% |
| 1Y | -9.4% | -26.9% | +17.5% | -8.9% |
| 3Y | +64.9% | +38.8% | +26.0% | +59.5% |
| All | +70.6% | +5.2% | +65.5% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 10y: compounded portfolio wealth divided by compounded NU 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…
10y analysis · Full analysis span regression · 6 months rolling