+41.5%
NU vs GH
+62.2%
-20.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.6% | -2.3% |
| 7D | -4.9% | -2.5% | -2.4% | -4.2% |
| 30D | +7.8% | -4.7% | +12.5% | +9.1% |
| 3M | +20.9% | +20.2% | +0.7% | +12.6% |
| 6M | +0.9% | +78.8% | -77.9% | -18.3% |
| YTD | -12.7% | +54.1% | -66.7% | -26.3% |
| 1Y | -6.4% | +177.1% | -183.5% | -36.5% |
| 3Y | +98.1% | +371.6% | -273.5% | -0.1% |
| All | +41.5% | +62.2% | -20.7% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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