+48.4%
NU vs EOG
+104.1%
-55.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +6.0% | -2.0% | +8.0% | +6.4% |
| 30D | +10.8% | +7.9% | +2.9% | +9.1% |
| 3M | +32.2% | +4.5% | +27.7% | +30.4% |
| 6M | +5.1% | +12.3% | -7.2% | +1.2% |
| YTD | -8.4% | +41.9% | -50.3% | -17.3% |
| 1Y | +0.7% | +27.8% | -27.1% | -6.6% |
| 3Y | +125.1% | +21.8% | +103.3% | +108.7% |
| All | +48.4% | +104.1% | -55.7% | +3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling