-6.4%
NU vs CG
-33.8%
+27.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.7% | -1.0% | -2.1% |
| 7D | -4.9% | -9.9% | +5.0% | -1.5% |
| 30D | +7.8% | -11.7% | +19.5% | +12.0% |
| 3M | +20.9% | -4.3% | +25.2% | +21.7% |
| 6M | +0.9% | -8.8% | +9.7% | +3.1% |
| YTD | -12.7% | -26.9% | +14.2% | -5.8% |
| 1Y | -6.4% | -35.4% | +29.0% | +3.7% |
| All | -6.4% | -33.8% | +27.4% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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