+56.4%
NU vs CPB
-35.1%
+91.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +3.2% | +8.6% | +12.2% |
| 7D | +9.9% | -1.6% | +11.4% | +9.5% |
| 30D | -11.5% | +19.2% | -30.7% | -8.9% |
| 3M | -5.1% | -0.9% | -4.2% | -4.5% |
| 6M | +3.1% | +15.2% | -12.1% | +6.2% |
| YTD | -21.0% | -13.1% | -8.0% | -22.1% |
| 1Y | -15.2% | -22.4% | +7.2% | -17.7% |
| 3Y | +56.4% | -35.3% | +91.8% | +49.1% |
| All | +56.4% | -35.1% | +91.5% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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