+63.1%
T vs NU
+45.0%
+18.0%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +0.6% |
| 7D | +2.6% | +4.0% | -1.5% | +2.6% |
| 30D | -1.1% | -25.1% | +24.0% | -1.4% |
| 3M | -7.7% | -12.8% | +5.1% | -8.0% |
| 6M | -10.6% | -12.5% | +1.8% | -10.8% |
| YTD | -7.5% | -27.8% | +20.4% | -7.9% |
| 1Y | -7.4% | -24.6% | +17.2% | -7.9% |
| 3Y | +63.1% | +41.8% | +21.3% | +61.0% |
| All | +63.1% | +45.0% | +18.0% | +61.0% |
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 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