-27.4%
NU vs GILD
+40.5%
-67.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.0% | +1.9% | -1.5% |
| 7D | -2.6% | +1.2% | -3.8% | -2.7% |
| 30D | -25.0% | +16.2% | -41.2% | -26.9% |
| 3M | -18.9% | +27.9% | -46.8% | -22.6% |
| 6M | -17.6% | +27.1% | -44.7% | -21.7% |
| YTD | -29.9% | +39.0% | -68.8% | -31.8% |
| 1Y | -27.4% | +40.1% | -67.5% | -29.5% |
| All | -27.4% | +40.5% | -67.9% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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