-8.4%
T vs NU
-3.4%
-5.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -2.4% | -4.2% | +1.8% | -2.5% |
| 30D | +4.3% | +10.0% | -5.8% | +4.5% |
| 3M | +11.6% | +29.3% | -17.7% | +12.3% |
| 6M | -5.6% | +0.9% | -6.5% | -5.9% |
| YTD | +6.6% | -10.3% | +16.8% | +4.6% |
| 1Y | -8.4% | -3.2% | -5.2% | -9.0% |
| All | -8.4% | -3.4% | -5.0% | -9.0% |
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