+98.1%
NU vs CRBG
+122.1%
-24.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -3.2% |
| 7D | -4.9% | +0.6% | -5.5% | -5.1% |
| 30D | +7.8% | +2.6% | +5.2% | +6.7% |
| 3M | +20.9% | +24.0% | -3.1% | +10.8% |
| 6M | +0.9% | +50.5% | -49.6% | -14.8% |
| YTD | -12.7% | +17.1% | -29.8% | -19.0% |
| 1Y | -6.4% | +5.9% | -12.3% | -10.1% |
| 3Y | +98.1% | +122.7% | -24.6% | +54.3% |
| All | +98.1% | +122.1% | -24.0% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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