-6.4%
NU vs CORZ
+12.0%
-18.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.3% | -5.9% | -3.2% |
| 7D | -4.9% | +0.3% | -5.2% | -5.0% |
| 30D | +7.8% | -14.0% | +21.9% | +10.1% |
| 3M | +20.9% | -34.1% | +55.0% | +27.4% |
| 6M | +0.9% | +8.5% | -7.6% | -4.4% |
| YTD | -12.7% | +23.2% | -35.9% | -18.7% |
| 1Y | -6.4% | +15.4% | -21.8% | -16.5% |
| All | -6.4% | +12.0% | -18.4% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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