+109.1%
GLD vs NU
+48.2%
+60.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.7% | -0.9% | +1.6% |
| 7D | +4.9% | +6.4% | -1.4% | +4.4% |
| 30D | -1.3% | -23.3% | +22.0% | +0.8% |
| 3M | -4.8% | -10.7% | +5.9% | -4.2% |
| 6M | -12.5% | -10.4% | -2.1% | -12.2% |
| YTD | -4.2% | -26.2% | +21.9% | -2.7% |
| 1Y | +3.0% | -22.1% | +25.2% | +4.5% |
| 3Y | +109.1% | +49.6% | +59.5% | +102.1% |
| All | +109.1% | +48.2% | +60.9% | +102.1% |
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 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