+45.2%
NU vs CRS
+1,569.3%
-1,524.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.1% | -2.1% |
| 7D | -2.6% | -0.5% | -2.1% | -2.5% |
| 30D | +8.2% | -18.1% | +26.3% | +15.8% |
| 3M | +26.3% | -12.4% | +38.7% | +31.1% |
| 6M | +2.2% | +15.9% | -13.7% | -4.4% |
| YTD | -10.4% | +45.8% | -56.2% | -23.4% |
| 1Y | -3.0% | +87.8% | -90.7% | -25.3% |
| 3Y | +120.3% | +648.7% | -528.5% | -6.5% |
| All | +45.2% | +1,569.3% | -1,524.1% | -58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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