+41.5%
NU vs GNRC
-49.4%
+91.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.9% | -5.6% | -3.7% |
| 7D | -4.9% | -0.2% | -4.7% | -4.9% |
| 30D | +7.8% | -15.7% | +23.5% | +14.3% |
| 3M | +20.9% | -27.3% | +48.3% | +33.3% |
| 6M | +0.9% | -12.1% | +13.0% | +1.2% |
| YTD | -12.7% | +37.1% | -49.8% | -27.8% |
| 1Y | -6.4% | -0.5% | -5.9% | -13.1% |
| 3Y | +98.1% | +61.5% | +36.6% | +39.3% |
| All | +41.5% | -49.4% | +91.0% | +82.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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