+57.7%
GEV vs NU
+3.6%
+54.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.8% |
| 7D | +3.3% | +7.5% | -4.2% | +0.3% |
| 30D | -7.5% | +6.1% | -13.6% | -9.9% |
| 3M | -2.2% | +26.8% | -29.0% | -11.7% |
| 6M | +12.1% | +2.5% | +9.6% | +10.1% |
| YTD | +44.4% | -8.2% | +52.6% | +45.8% |
| 1Y | +57.7% | +3.4% | +54.3% | +45.4% |
| All | +57.7% | +3.6% | +54.1% | +45.4% |
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