+108.2%
T vs NU
+124.8%
-16.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.3% |
| 7D | -1.5% | +6.0% | -7.6% | -1.6% |
| 30D | +7.6% | +10.8% | -3.2% | +7.5% |
| 3M | +15.3% | +32.2% | -16.9% | +15.0% |
| 6M | -8.5% | +5.1% | -13.6% | -8.5% |
| YTD | +6.8% | -8.4% | +15.2% | +6.6% |
| 1Y | -7.2% | +0.7% | -8.0% | -7.5% |
| 3Y | +108.2% | +125.1% | -16.9% | +93.3% |
| All | +108.2% | +124.8% | -16.5% | +93.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling