+45.2%
NU vs COP
+119.1%
-73.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -2.4% |
| 7D | -2.6% | -0.5% | -2.1% | -2.5% |
| 30D | +8.2% | +11.7% | -3.5% | +6.0% |
| 3M | +26.3% | +17.7% | +8.6% | +22.0% |
| 6M | +2.2% | +18.3% | -16.1% | -2.2% |
| YTD | -10.4% | +49.1% | -59.5% | -19.6% |
| 1Y | -3.0% | +53.3% | -56.3% | -13.9% |
| 3Y | +120.3% | +22.2% | +98.1% | +103.4% |
| All | +45.2% | +119.1% | -73.9% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling