-15.2%
NU vs CLF
+15.2%
-30.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -3.2% | +15.0% | +12.2% |
| 7D | +9.9% | +10.4% | -0.5% | +8.1% |
| 30D | -11.5% | +0.6% | -12.0% | -12.0% |
| 3M | -5.1% | +4.1% | -9.2% | -6.4% |
| 6M | +3.1% | +15.1% | -12.0% | +0.1% |
| YTD | -21.0% | -4.7% | -16.3% | -24.3% |
| 1Y | -15.2% | +20.4% | -35.6% | -24.3% |
| All | -15.2% | +15.2% | -30.4% | -24.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLF.
Daily Out/Under-Performance
Portfolio return minus CLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLF 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 1y: compounded portfolio wealth divided by compounded CLF 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…
1y analysis · Full analysis span regression · 6 months rolling