+96.3%
CAT vs NU
+3.7%
+92.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +5.6% | +6.0% | -0.5% | +3.6% |
| 30D | -2.3% | +10.8% | -13.1% | -5.7% |
| 3M | -10.0% | +32.2% | -42.2% | -18.4% |
| 6M | +21.2% | +5.1% | +16.1% | +19.2% |
| YTD | +44.4% | -8.4% | +52.9% | +48.1% |
| 1Y | +96.3% | +0.7% | +95.6% | +96.0% |
| All | +96.3% | +3.7% | +92.6% | +96.0% |
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