-10.0%
CRM vs NU
-24.1%
+14.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +3.3% | -1.1% | +2.2% |
| 7D | -6.2% | +0.2% | -6.4% | -6.2% |
| 30D | -1.2% | -21.0% | +19.8% | -1.0% |
| 3M | +19.1% | -16.3% | +35.5% | +18.8% |
| 6M | +23.0% | -15.3% | +38.3% | +22.2% |
| YTD | -13.7% | -28.4% | +14.7% | -13.4% |
| 1Y | -10.0% | -24.1% | +14.1% | -13.1% |
| All | -10.0% | -24.1% | +14.1% | -13.1% |
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