+606.9%
GEV vs NU
+22.4%
+584.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | -1.9% | -4.2% | +2.3% | 0.0% |
| 30D | -8.7% | +10.0% | -18.7% | -13.0% |
| 3M | +6.6% | +29.3% | -22.7% | -6.0% |
| 6M | +10.2% | +0.9% | +9.3% | +8.4% |
| YTD | +41.6% | -10.3% | +51.9% | +46.0% |
| 1Y | +43.9% | -3.2% | +47.0% | +42.6% |
| All | +606.9% | +22.4% | +584.5% | +465.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling