+48.8%
NU vs CG
+1.0%
+47.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.3% | -1.1% |
| 7D | +7.5% | -4.3% | +11.8% | +9.9% |
| 30D | +6.1% | -5.1% | +11.2% | +8.7% |
| 3M | +26.8% | +8.7% | +18.1% | +20.3% |
| 6M | +2.5% | -9.2% | +11.7% | +6.5% |
| YTD | -8.2% | -18.9% | +10.7% | +0.2% |
| 1Y | +3.4% | -25.6% | +29.0% | +17.3% |
| 3Y | +116.2% | +57.3% | +58.9% | +45.9% |
| All | +48.8% | +1.0% | +47.8% | +40.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling