+103.5%
NU vs CG
+44.6%
+58.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +1.1% |
| 7D | -4.2% | -9.8% | +5.6% | -0.2% |
| 30D | +10.0% | -10.3% | +20.3% | +14.5% |
| 3M | +29.3% | -1.7% | +30.9% | +29.2% |
| 6M | +0.9% | -9.8% | +10.8% | +4.3% |
| YTD | -10.3% | -25.6% | +15.3% | -0.8% |
| 1Y | -3.2% | -32.5% | +29.4% | +10.9% |
| All | +103.5% | +44.6% | +58.9% | +77.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling