+45.2%
NU vs CASY
+246.3%
-201.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -14.2% | +12.1% | +2.4% |
| 7D | -2.6% | -16.5% | +13.9% | +2.8% |
| 30D | +8.2% | -26.4% | +34.6% | +18.8% |
| 3M | +26.3% | -17.3% | +43.6% | +30.8% |
| 6M | +2.2% | -5.2% | +7.5% | -0.9% |
| YTD | -10.4% | +14.1% | -24.5% | -20.4% |
| 1Y | -3.0% | +16.6% | -19.6% | -15.0% |
| 3Y | +120.3% | +163.7% | -43.4% | +25.2% |
| All | +45.2% | +246.3% | -201.1% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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