-9.4%
T vs NU
-28.1%
+18.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.0% | +3.6% | -0.5% |
| 7D | +1.6% | +0.8% | +0.9% | +1.7% |
| 30D | -2.9% | -24.1% | +21.1% | -3.8% |
| 3M | -7.5% | -12.8% | +5.3% | -8.2% |
| 6M | -9.9% | -10.9% | +0.9% | -10.5% |
| YTD | -6.4% | -29.3% | +22.9% | -9.4% |
| 1Y | -9.4% | -26.9% | +17.5% | -12.4% |
| All | -9.4% | -28.1% | +18.7% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling