+98.1%
NU vs CRH
+70.5%
+27.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CRH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.0% | -3.7% | -3.2% |
| 7D | -4.9% | -6.1% | +1.2% | -1.8% |
| 30D | +7.8% | -9.3% | +17.1% | +13.4% |
| 3M | +20.9% | -15.2% | +36.1% | +31.1% |
| 6M | +0.9% | -14.2% | +15.1% | +8.4% |
| YTD | -12.7% | -28.3% | +15.6% | +2.8% |
| 1Y | -6.4% | -21.8% | +15.4% | +4.5% |
| 3Y | +98.1% | +71.6% | +26.5% | +48.2% |
| All | +98.1% | +70.5% | +27.6% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRH.
Daily Out/Under-Performance
Portfolio return minus CRH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRH 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 CRH 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