+41.5%
NU vs EOG
+106.9%
-65.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | -4.9% | +1.5% | -6.4% | -5.1% |
| 30D | +7.8% | +2.9% | +4.9% | +7.2% |
| 3M | +20.9% | +8.7% | +12.2% | +18.5% |
| 6M | +0.9% | +12.9% | -12.0% | -2.9% |
| YTD | -12.7% | +43.8% | -56.5% | -21.3% |
| 1Y | -6.4% | +27.1% | -33.5% | -13.0% |
| 3Y | +98.1% | +25.9% | +72.2% | +82.5% |
| All | +41.5% | +106.9% | -65.4% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling