+125.1%
NU vs CB
+70.7%
+54.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.2% | -0.2% |
| 7D | +6.0% | -0.6% | +6.6% | +6.1% |
| 30D | +10.8% | -3.9% | +14.7% | +11.1% |
| 3M | +32.2% | +4.9% | +27.2% | +31.2% |
| 6M | +5.1% | +3.3% | +1.9% | +4.6% |
| YTD | -8.4% | +8.5% | -16.9% | -9.5% |
| 1Y | +0.7% | +22.1% | -21.3% | -2.3% |
| 3Y | +125.1% | +70.1% | +55.0% | +105.1% |
| All | +125.1% | +70.7% | +54.4% | +105.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling