+11.8%
CRM vs NU
+107.4%
-95.5%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.7% | +4.6% | +2.5% |
| 7D | -4.4% | -4.9% | +0.4% | -3.5% |
| 30D | +28.1% | +7.8% | +20.3% | +25.5% |
| 3M | +48.8% | +20.9% | +27.9% | +41.5% |
| 6M | +28.3% | +0.9% | +27.4% | +26.7% |
| YTD | -6.0% | -12.7% | +6.7% | -4.2% |
| 1Y | +1.4% | -6.4% | +7.8% | +1.0% |
| 3Y | +11.8% | +98.1% | -86.3% | -13.8% |
| All | +11.8% | +107.4% | -95.5% | -13.8% |
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