+236.3%
GLW vs NU
+7.4%
+228.9%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -3.0% |
| 7D | -11.1% | +4.0% | -15.2% | -11.5% |
| 30D | -28.4% | -25.1% | -3.4% | -25.8% |
| 3M | -28.8% | -12.8% | -15.9% | -27.9% |
| 6M | -39.8% | -12.5% | -27.3% | -39.3% |
| YTD | +28.7% | -27.8% | +56.6% | +33.3% |
| 1Y | +27.7% | -24.6% | +52.3% | +31.4% |
| 3Y | +331.3% | +41.8% | +289.6% | +307.0% |
| All | +236.3% | +7.4% | +228.9% | +205.6% |
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