-24.1%
NU vs COP
+61.7%
-85.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.2% | +8.4% | +2.0% |
| 7D | +0.2% | -8.1% | +8.3% | -1.7% |
| 30D | -21.0% | +6.7% | -27.7% | -19.6% |
| 3M | -16.3% | +16.9% | -33.2% | -12.3% |
| 6M | -15.3% | +11.2% | -26.5% | -11.4% |
| YTD | -28.4% | +49.5% | -77.9% | -27.2% |
| 1Y | -24.1% | +60.7% | -84.8% | -23.2% |
| All | -24.1% | +61.7% | -85.8% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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