+7.7%
V vs NU
-1.5%
+9.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.8% | 0.0% |
| 7D | -2.9% | -2.6% | -0.3% | -2.5% |
| 30D | +1.9% | +8.2% | -6.4% | +0.6% |
| 3M | +13.2% | +26.3% | -13.0% | +9.1% |
| 6M | +16.7% | +2.2% | +14.5% | +15.5% |
| YTD | +5.4% | -10.4% | +15.8% | +7.3% |
| 1Y | +7.7% | -3.0% | +10.6% | +7.6% |
| All | +7.7% | -1.5% | +9.2% | +7.6% |
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