+3.4%
NU vs CTVA
+22.4%
-19.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.1% | -1.9% |
| 7D | +7.5% | +4.9% | +2.5% | +6.8% |
| 30D | +6.1% | +11.9% | -5.8% | +4.5% |
| 3M | +26.8% | +13.7% | +13.1% | +23.6% |
| 6M | +2.5% | +13.1% | -10.7% | -0.6% |
| YTD | -8.2% | +32.0% | -40.1% | -15.5% |
| 1Y | +3.4% | +22.1% | -18.7% | -2.8% |
| All | +3.4% | +22.4% | -19.1% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 1y: compounded portfolio wealth divided by compounded CTVA 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…
1y analysis · Full analysis span regression · 6 months rolling