+122.7%
GLD vs NU
+7.4%
+115.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -2.6% |
| 7D | +2.8% | +4.0% | -1.2% | +2.7% |
| 30D | -4.0% | -25.1% | +21.1% | -3.0% |
| 3M | -8.2% | -12.8% | +4.6% | -7.9% |
| 6M | -14.8% | -12.5% | -2.4% | -14.6% |
| YTD | -6.8% | -27.8% | +21.0% | -6.1% |
| 1Y | -2.4% | -24.6% | +22.2% | -1.7% |
| 3Y | +105.8% | +41.8% | +64.0% | +104.5% |
| All | +122.7% | +7.4% | +115.3% | +119.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling