-24.1%
NU vs GM
+37.1%
-61.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.6% | -1.4% | +1.5% |
| 7D | +0.2% | +12.1% | -11.9% | -4.3% |
| 30D | -21.0% | +15.2% | -36.2% | -25.8% |
| 3M | -16.3% | +4.9% | -21.2% | -18.0% |
| 6M | -15.3% | +22.6% | -37.9% | -23.7% |
| YTD | -28.4% | +14.4% | -42.8% | -33.9% |
| 1Y | -24.1% | +39.4% | -63.5% | -36.5% |
| All | -24.1% | +37.1% | -61.2% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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