+45.8%
NU vs CSGP
-61.8%
+107.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.2% | +2.0% |
| 7D | +2.8% | -7.1% | +9.8% | +4.3% |
| 30D | -23.0% | +3.6% | -26.7% | -24.1% |
| 3M | -9.7% | -2.7% | -7.0% | -10.0% |
| 6M | -8.7% | -8.0% | -0.7% | -8.3% |
| YTD | -26.4% | -55.0% | +28.6% | -10.7% |
| 1Y | -24.8% | -55.8% | +30.9% | -8.4% |
| All | +45.8% | -61.8% | +107.6% | +73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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