+28.0%
NU vs GEN
+38.3%
-10.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +2.4% | +9.4% | +11.0% |
| 7D | +9.9% | +2.0% | +7.8% | +9.3% |
| 30D | -11.5% | +27.7% | -39.2% | -18.2% |
| 3M | -5.1% | +3.3% | -8.4% | -7.0% |
| 6M | +3.1% | +31.8% | -28.7% | -7.4% |
| YTD | -21.0% | +13.5% | -34.5% | -25.6% |
| 1Y | -15.2% | +16.0% | -31.2% | -21.0% |
| 3Y | +56.4% | +70.6% | -14.1% | +24.7% |
| All | +28.0% | +38.3% | -10.4% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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