+41.5%
NU vs CDE
+282.2%
-240.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.2% | -3.8% | -2.9% |
| 7D | -4.9% | -3.1% | -1.8% | -4.3% |
| 30D | +7.8% | +9.5% | -1.7% | +5.5% |
| 3M | +20.9% | +25.5% | -4.6% | +13.9% |
| 6M | +0.9% | -7.9% | +8.8% | +0.5% |
| YTD | -12.7% | +15.6% | -28.2% | -18.4% |
| 1Y | -6.4% | +34.0% | -40.4% | -17.0% |
| 3Y | +98.1% | +791.9% | -693.8% | +1.9% |
| All | +41.5% | +282.2% | -240.7% | -22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling