+627.7%
GEV vs NU
+22.2%
+605.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.2% | +0.1% | -1.1% |
| 7D | +3.2% | -2.6% | +5.8% | +4.4% |
| 30D | -4.0% | +8.2% | -12.2% | -7.9% |
| 3M | +3.4% | +26.3% | -22.9% | -7.7% |
| 6M | +14.7% | +2.2% | +12.4% | +12.2% |
| YTD | +45.8% | -10.4% | +56.2% | +50.4% |
| 1Y | +57.4% | -3.0% | +60.3% | +55.8% |
| All | +627.7% | +22.2% | +605.4% | +482.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling