+48.4%
NU vs CF
+149.9%
-101.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.3% |
| 7D | +6.0% | -0.9% | +7.0% | +6.1% |
| 30D | +10.8% | +18.1% | -7.3% | +9.2% |
| 3M | +32.2% | +23.4% | +8.8% | +29.5% |
| 6M | +5.1% | +17.1% | -12.0% | +2.1% |
| YTD | -8.4% | +76.2% | -84.7% | -17.1% |
| 1Y | +0.7% | +62.3% | -61.5% | -7.7% |
| 3Y | +125.1% | +71.8% | +53.3% | +100.5% |
| All | +48.4% | +149.9% | -101.5% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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