+107.7%
NU vs CNP
+53.5%
+54.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.4% |
| 7D | +6.0% | +1.6% | +4.4% | +5.8% |
| 30D | +10.8% | -0.8% | +11.6% | +10.8% |
| 3M | +32.2% | -3.6% | +35.7% | +32.5% |
| 6M | +5.1% | -6.9% | +12.1% | +5.9% |
| YTD | -8.4% | +6.4% | -14.9% | -9.2% |
| 1Y | +0.7% | +9.9% | -9.2% | -0.6% |
| All | +107.7% | +53.5% | +54.2% | +87.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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