+103.5%
NU vs EOG
+22.6%
+80.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | +0.1% |
| 7D | -4.2% | +1.0% | -5.2% | -4.3% |
| 30D | +10.0% | +2.8% | +7.2% | +9.6% |
| 3M | +29.3% | +5.9% | +23.4% | +27.9% |
| 6M | +0.9% | +17.1% | -16.1% | -3.7% |
| YTD | -10.3% | +43.9% | -54.2% | -20.2% |
| 1Y | -3.2% | +26.9% | -30.0% | -10.1% |
| All | +103.5% | +22.6% | +80.9% | +85.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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