+158.3%
CAT vs NU
+54.6%
+103.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +11.7% | -12.6% | -3.3% |
| 7D | +7.4% | +9.9% | -2.5% | +5.2% |
| 30D | -19.7% | -11.5% | -8.2% | -18.1% |
| 3M | -29.6% | -5.1% | -24.5% | -29.8% |
| 6M | -33.2% | +3.1% | -36.3% | -35.0% |
| YTD | +5.7% | -21.0% | +26.7% | +9.3% |
| 1Y | +9.3% | -15.2% | +24.6% | +11.2% |
| 3Y | +158.3% | +56.4% | +101.9% | +121.3% |
| All | +158.3% | +54.6% | +103.7% | +121.3% |
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