+20.7%
NU vs CRCL
+31.3%
-10.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.7% |
| 7D | -4.9% | -11.2% | +6.3% | -4.1% |
| 30D | +7.8% | +27.1% | -19.3% | +5.9% |
| 3M | +20.9% | +9.6% | +11.3% | +19.3% |
| 6M | +0.9% | -19.7% | +20.6% | +0.9% |
| YTD | -12.7% | +14.2% | -26.9% | -15.0% |
| 1Y | -6.4% | -32.2% | +25.8% | -6.6% |
| All | +20.7% | +31.3% | -10.6% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRCL.
Daily Out/Under-Performance
Portfolio return minus CRCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRCL 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 all: compounded portfolio wealth divided by compounded CRCL 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…
all analysis · Full analysis span regression · 6 months rolling