+45.4%
NU vs CDE
+277.8%
-232.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.3% | +0.8% |
| 7D | -4.2% | -6.1% | +1.8% | -2.9% |
| 30D | +10.0% | +9.5% | +0.6% | +7.7% |
| 3M | +29.3% | +32.0% | -2.7% | +20.4% |
| 6M | +0.9% | -12.8% | +13.7% | +1.7% |
| YTD | -10.3% | +14.2% | -24.5% | -15.9% |
| 1Y | -3.2% | +36.3% | -39.5% | -14.5% |
| 3Y | +120.6% | +821.4% | -700.8% | +12.4% |
| All | +45.4% | +277.8% | -232.4% | -19.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling