+98.1%
NU vs CNI
+19.7%
+78.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -3.0% |
| 7D | -4.9% | -0.4% | -4.5% | -4.7% |
| 30D | +7.8% | -2.7% | +10.5% | +9.0% |
| 3M | +20.9% | +3.9% | +17.0% | +18.2% |
| 6M | +0.9% | +16.4% | -15.5% | -6.9% |
| YTD | -12.7% | +25.8% | -38.5% | -22.6% |
| 1Y | -6.4% | +32.4% | -38.8% | -19.3% |
| 3Y | +98.1% | +19.1% | +79.0% | +77.1% |
| All | +98.1% | +19.7% | +78.4% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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