-39.7%
NUAI price history and return analytics
+63.4%
-103.0%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.9% | -7.6% | -7.6% |
| 7D | +12.5% | -2.0% | +14.5% | +15.0% |
| 30D | +13.4% | -1.4% | +14.8% | +15.1% |
| 3M | +32.4% | +4.7% | +27.6% | +28.4% |
| 6M | +31.5% | +11.4% | +20.1% | +23.3% |
| YTD | +102.4% | +13.1% | +89.3% | +87.9% |
| 1Y | +1,428.4% | +19.0% | +1,409.3% | +1,284.3% |
| 3Y | -43.3% | +73.9% | -117.2% | -53.1% |
| All | -39.7% | +63.4% | -103.0% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling