+48.4%
NU vs C
+160.3%
-111.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.5% | +0.2% |
| 7D | +6.0% | +3.2% | +2.8% | +4.1% |
| 30D | +10.8% | +1.3% | +9.5% | +9.9% |
| 3M | +32.2% | +3.1% | +29.0% | +29.3% |
| 6M | +5.1% | +29.6% | -24.5% | -10.6% |
| YTD | -8.4% | +19.0% | -27.4% | -18.5% |
| 1Y | +0.7% | +45.6% | -44.9% | -21.1% |
| 3Y | +125.1% | +269.3% | -144.2% | -6.7% |
| All | +48.4% | +160.3% | -111.9% | -14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling