+103.5%
NU vs CLBK
+52.3%
+51.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -4.2% | -1.4% | -2.8% | -3.8% |
| 30D | +10.0% | +4.5% | +5.5% | +8.6% |
| 3M | +29.3% | +22.8% | +6.5% | +21.3% |
| 6M | +0.9% | +43.4% | -42.5% | -9.7% |
| YTD | -10.3% | +64.1% | -74.4% | -23.2% |
| 1Y | -3.2% | +67.6% | -70.7% | -17.9% |
| All | +103.5% | +52.3% | +51.2% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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