-24.1%
NU vs CDE
+0.7%
-24.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +8.7% | -5.5% | +1.4% |
| 7D | +0.2% | +1.1% | -0.9% | -0.2% |
| 30D | -21.0% | -14.5% | -6.5% | -18.5% |
| 3M | -16.3% | -10.1% | -6.3% | -14.8% |
| 6M | -15.3% | -16.9% | +1.6% | -13.2% |
| YTD | -28.4% | -18.1% | -10.2% | -28.7% |
| 1Y | -24.1% | +5.6% | -29.7% | -30.1% |
| All | -24.1% | +0.7% | -24.8% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 1y: compounded portfolio wealth divided by compounded CDE 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…
1y analysis · Full analysis span regression · 6 months rolling