+201.7%
CAT vs NU
+124.7%
+77.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.0% | +3.7% | +2.2% |
| 7D | +1.7% | +7.5% | -5.8% | 0.0% |
| 30D | -6.6% | +6.1% | -12.7% | -8.0% |
| 3M | -13.3% | +26.8% | -40.1% | -18.2% |
| 6M | +11.6% | +2.5% | +9.2% | +10.3% |
| YTD | +42.9% | -8.2% | +51.1% | +44.4% |
| 1Y | +95.4% | +3.4% | +92.1% | +92.4% |
| All | +201.7% | +124.7% | +77.0% | +151.7% |
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