+45.4%
NU vs GNRC
-50.9%
+96.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +1.0% |
| 7D | -4.2% | -0.7% | -3.5% | -4.0% |
| 30D | +10.0% | -15.8% | +25.9% | +16.8% |
| 3M | +29.3% | -24.0% | +53.3% | +40.1% |
| 6M | +0.9% | -13.8% | +14.7% | +1.9% |
| YTD | -10.3% | +33.2% | -43.5% | -25.0% |
| 1Y | -3.2% | -1.8% | -1.4% | -9.7% |
| 3Y | +120.6% | +57.7% | +62.8% | +56.4% |
| All | +45.4% | -50.9% | +96.3% | +89.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling