+94.4%
T vs NU
+33.5%
+60.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -2.4% | -4.2% | +1.8% | -2.3% |
| 30D | +4.3% | +10.0% | -5.8% | +3.9% |
| 3M | +11.6% | +29.3% | -17.7% | +10.5% |
| 6M | -5.6% | +0.9% | -6.5% | -5.7% |
| YTD | +6.6% | -10.3% | +16.8% | +6.7% |
| 1Y | -8.4% | -3.2% | -5.2% | -8.6% |
| 3Y | +107.8% | +120.6% | -12.7% | +97.8% |
| All | +94.4% | +33.5% | +60.9% | +83.1% |
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