+56.4%
NU vs COO
-24.0%
+80.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.7% | +11.0% | +11.6% |
| 7D | +9.9% | +0.5% | +9.4% | +9.8% |
| 30D | -11.5% | +14.2% | -25.6% | -14.1% |
| 3M | -5.1% | -18.2% | +13.1% | -0.4% |
| 6M | +3.1% | +5.3% | -2.2% | +0.5% |
| YTD | -21.0% | -23.6% | +2.5% | -16.1% |
| 1Y | -15.2% | -12.7% | -2.5% | -13.3% |
| 3Y | +56.4% | -24.2% | +80.6% | +56.0% |
| All | +56.4% | -24.0% | +80.5% | +56.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling