-24.1%
NU vs EQX
+7.1%
-31.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +12.8% | -9.5% | +0.1% |
| 7D | +0.2% | +7.6% | -7.5% | -1.8% |
| 30D | -21.0% | +0.4% | -21.5% | -21.3% |
| 3M | -16.3% | +18.0% | -34.3% | -20.0% |
| 6M | -15.3% | -18.4% | +3.0% | -12.9% |
| YTD | -28.4% | -19.3% | -9.1% | -27.7% |
| 1Y | -24.1% | +9.2% | -33.3% | -25.2% |
| All | -24.1% | +7.1% | -31.2% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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