+28.0%
NU vs C
+137.3%
-109.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | 0.0% | +11.8% | +11.8% |
| 7D | +9.9% | +4.2% | +5.7% | +7.3% |
| 30D | -11.5% | +2.0% | -13.4% | -12.6% |
| 3M | -5.1% | -10.1% | +5.0% | +1.0% |
| 6M | +3.1% | +1.0% | +2.1% | +1.8% |
| YTD | -21.0% | +8.5% | -29.5% | -25.9% |
| 1Y | -15.2% | +25.7% | -40.9% | -27.4% |
| 3Y | +56.4% | +216.0% | -159.5% | -28.4% |
| All | +28.0% | +137.3% | -109.4% | -21.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling