-3.2%
NU vs COO
-20.6%
+17.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -14.7% | +14.8% | +2.8% |
| 7D | -4.2% | -23.3% | +19.1% | +0.7% |
| 30D | +10.0% | -29.5% | +39.5% | +17.7% |
| 3M | +29.3% | -20.0% | +49.2% | +33.7% |
| 6M | +0.9% | -27.2% | +28.1% | +5.8% |
| YTD | -10.3% | -33.9% | +23.6% | -4.5% |
| 1Y | -3.2% | -19.9% | +16.8% | -0.3% |
| All | -3.2% | -20.6% | +17.4% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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