+41.5%
NU vs CIEN
+399.8%
-358.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.5% | -7.1% | -3.9% |
| 7D | -4.9% | +8.9% | -13.8% | -7.1% |
| 30D | +7.8% | -19.1% | +26.9% | +13.3% |
| 3M | +20.9% | -21.5% | +42.4% | +26.2% |
| 6M | +0.9% | +2.8% | -1.9% | -7.4% |
| YTD | -12.7% | +49.5% | -62.1% | -31.0% |
| 1Y | -6.4% | +163.8% | -170.2% | -41.5% |
| 3Y | +98.1% | +615.8% | -517.7% | -30.0% |
| All | +41.5% | +399.8% | -358.3% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 CIEN 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