+45.2%
NU vs CG
-5.2%
+50.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.0% | +1.9% | -0.1% |
| 7D | -2.6% | -6.4% | +3.8% | +0.8% |
| 30D | +8.2% | -7.1% | +15.3% | +12.0% |
| 3M | +26.3% | -1.6% | +27.8% | +26.1% |
| 6M | +2.2% | -8.3% | +10.6% | +5.7% |
| YTD | -10.4% | -23.8% | +13.4% | +1.0% |
| 1Y | -3.0% | -28.7% | +25.8% | +12.4% |
| 3Y | +120.3% | +49.2% | +71.1% | +52.6% |
| All | +45.2% | -5.2% | +50.4% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling