+96.9%
GLD vs NU
+54.6%
+42.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.7% | -11.6% | -0.9% |
| 7D | -4.6% | +9.9% | -14.5% | -5.4% |
| 30D | -5.5% | -11.5% | +6.0% | -4.7% |
| 3M | -10.9% | -5.1% | -5.8% | -10.9% |
| 6M | -17.4% | +3.1% | -20.6% | -18.1% |
| YTD | -10.3% | -21.0% | +10.7% | -9.5% |
| 1Y | -7.2% | -15.2% | +8.0% | -6.6% |
| 3Y | +96.9% | +56.4% | +40.5% | +88.0% |
| All | +96.9% | +54.6% | +42.3% | +88.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling