+48.8%
NU vs COO
-32.5%
+81.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.3% |
| 7D | +7.5% | -2.2% | +9.7% | +8.7% |
| 30D | +6.1% | -7.0% | +13.2% | +9.8% |
| 3M | +26.8% | +12.2% | +14.6% | +18.3% |
| 6M | +2.5% | -15.1% | +17.6% | +10.2% |
| YTD | -8.2% | -15.1% | +6.9% | -1.4% |
| 1Y | +3.4% | +2.3% | +1.0% | -0.3% |
| 3Y | +116.2% | -23.7% | +139.8% | +131.4% |
| All | +48.8% | -32.5% | +81.3% | +83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling