-24.1%
NU vs C
+27.1%
-51.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +2.4% |
| 7D | +0.2% | +1.1% | -0.9% | -0.4% |
| 30D | -21.0% | -2.4% | -18.6% | -20.0% |
| 3M | -16.3% | -8.4% | -8.0% | -12.3% |
| 6M | -15.3% | +0.3% | -15.7% | -16.2% |
| YTD | -28.4% | +9.1% | -37.5% | -32.5% |
| 1Y | -24.1% | +26.0% | -50.2% | -34.9% |
| All | -24.1% | +27.1% | -51.2% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 1y: compounded portfolio wealth divided by compounded C 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…
1y analysis · Full analysis span regression · 6 months rolling