+16.9%
NU vs CB
+109.5%
-92.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.8% | -2.7% |
| 7D | +4.0% | +0.7% | +3.3% | +3.8% |
| 30D | -25.1% | +8.2% | -33.2% | -26.9% |
| 3M | -12.8% | +6.3% | -19.1% | -14.6% |
| 6M | -12.5% | +16.2% | -28.7% | -17.0% |
| YTD | -27.8% | +19.3% | -47.2% | -32.6% |
| 1Y | -24.6% | +29.2% | -53.8% | -31.7% |
| 3Y | +41.8% | +71.4% | -29.7% | +9.7% |
| All | +16.9% | +109.5% | -92.5% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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