+45.2%
NU vs CB
+91.0%
-45.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.4% | -2.2% |
| 7D | -2.6% | -0.5% | -2.1% | -2.4% |
| 30D | +8.2% | -3.1% | +11.3% | +9.2% |
| 3M | +26.3% | +4.2% | +22.1% | +24.0% |
| 6M | +2.2% | +4.7% | -2.5% | +0.1% |
| YTD | -10.4% | +8.8% | -19.2% | -13.8% |
| 1Y | -3.0% | +22.6% | -25.6% | -11.1% |
| 3Y | +120.3% | +70.6% | +49.6% | +66.4% |
| All | +45.2% | +91.0% | -45.8% | +2.2% |
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