+48.8%
NU vs CASY
+316.3%
-267.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | +7.5% | +0.1% | +7.4% | +7.4% |
| 30D | +6.1% | -11.3% | +17.5% | +10.2% |
| 3M | +26.8% | -0.6% | +27.5% | +24.4% |
| 6M | +2.5% | +10.7% | -8.3% | -4.9% |
| YTD | -8.2% | +37.1% | -45.3% | -22.8% |
| 1Y | +3.4% | +52.3% | -48.9% | -17.6% |
| 3Y | +116.2% | +215.2% | -99.0% | +16.7% |
| All | +48.8% | +316.3% | -267.5% | -37.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling