+145.2%
GLD vs NU
+36.6%
+108.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.1% | -0.8% |
| 7D | -0.5% | +7.5% | -8.0% | -0.8% |
| 30D | +4.4% | +6.1% | -1.8% | +4.2% |
| 3M | -1.1% | +26.8% | -27.9% | -1.9% |
| 6M | -13.8% | +2.5% | -16.3% | -14.0% |
| YTD | +2.6% | -8.2% | +10.8% | +2.7% |
| 1Y | +24.5% | +3.4% | +21.2% | +24.3% |
| 3Y | +125.8% | +116.2% | +9.7% | +122.2% |
| All | +145.2% | +36.6% | +108.6% | +139.8% |
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