+45.2%
NU vs CI
+45.8%
-0.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.8% | -3.0% | -2.3% |
| 7D | -2.6% | -1.1% | -1.5% | -2.4% |
| 30D | +8.2% | +0.5% | +7.8% | +8.2% |
| 3M | +26.3% | -5.2% | +31.4% | +27.2% |
| 6M | +2.2% | +4.3% | -2.1% | +1.1% |
| YTD | -10.4% | +2.8% | -13.2% | -11.2% |
| 1Y | -3.0% | -5.8% | +2.8% | -2.9% |
| 3Y | +120.3% | +4.7% | +115.5% | +108.0% |
| All | +45.2% | +45.8% | -0.6% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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