+48.8%
NU vs GD
+98.4%
-49.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -1.1% |
| 7D | +7.5% | -5.3% | +12.7% | +10.3% |
| 30D | +6.1% | -6.4% | +12.6% | +9.5% |
| 3M | +26.8% | +5.7% | +21.1% | +23.1% |
| 6M | +2.5% | -0.9% | +3.4% | +2.7% |
| YTD | -8.2% | +8.2% | -16.3% | -12.5% |
| 1Y | +3.4% | +13.4% | -10.1% | -4.1% |
| 3Y | +116.2% | +68.5% | +47.7% | +55.1% |
| All | +48.8% | +98.4% | -49.6% | -21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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