+98.1%
NU vs CAH
+176.8%
-78.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.0% | -2.6% |
| 7D | -4.9% | -5.1% | +0.2% | -4.6% |
| 30D | +7.8% | +0.2% | +7.6% | +7.8% |
| 3M | +20.9% | +6.3% | +14.6% | +20.7% |
| 6M | +0.9% | +9.4% | -8.5% | +0.5% |
| YTD | -12.7% | +15.0% | -27.6% | -12.9% |
| 1Y | -6.4% | +55.4% | -61.8% | -7.1% |
| 3Y | +98.1% | +173.8% | -75.7% | +95.4% |
| All | +98.1% | +176.8% | -78.7% | +95.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 3y: compounded portfolio wealth divided by compounded CAH 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…
3y analysis · Full analysis span regression · 6 months rolling