+45.2%
NU vs CNP
+62.6%
-17.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -1.9% |
| 7D | -2.6% | +0.7% | -3.3% | -2.8% |
| 30D | +8.2% | -0.1% | +8.3% | +8.2% |
| 3M | +26.3% | -5.6% | +31.9% | +28.4% |
| 6M | +2.2% | -7.5% | +9.7% | +4.6% |
| YTD | -10.4% | +5.5% | -15.9% | -12.8% |
| 1Y | -3.0% | +8.3% | -11.3% | -6.7% |
| 3Y | +120.3% | +51.8% | +68.5% | +76.7% |
| All | +45.2% | +62.6% | -17.3% | +20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling