+51.3%
GEV vs NU
-5.9%
+57.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.7% | +6.3% | +4.7% |
| 7D | +1.6% | -4.9% | +6.5% | +3.6% |
| 30D | -7.9% | +7.8% | -15.8% | -11.1% |
| 3M | +5.6% | +20.9% | -15.3% | -2.8% |
| 6M | +13.1% | +0.9% | +12.2% | +11.5% |
| YTD | +46.7% | -12.7% | +59.4% | +50.9% |
| 1Y | +51.3% | -6.4% | +57.7% | +47.4% |
| All | +51.3% | -5.9% | +57.2% | +47.4% |
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