+28.0%
NU vs CSGP
-60.8%
+88.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +2.9% | +8.9% | +10.4% |
| 7D | +9.9% | +1.3% | +8.5% | +9.4% |
| 30D | -11.5% | +2.8% | -14.3% | -13.9% |
| 3M | -5.1% | -6.3% | +1.2% | -4.1% |
| 6M | +3.1% | -3.2% | +6.3% | +0.4% |
| YTD | -21.0% | -54.0% | +32.9% | +14.0% |
| 1Y | -15.2% | -54.8% | +39.6% | +23.5% |
| 3Y | +56.4% | -60.6% | +117.0% | +129.0% |
| All | +28.0% | -60.8% | +88.8% | +96.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling