+3.4%
NU vs GPC
+0.2%
+3.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.0% |
| 7D | +7.5% | +0.4% | +7.1% | +7.4% |
| 30D | +6.1% | +5.1% | +1.0% | +5.2% |
| 3M | +26.8% | +41.5% | -14.7% | +17.2% |
| 6M | +2.5% | +21.8% | -19.3% | -4.6% |
| YTD | -8.2% | +14.6% | -22.7% | -16.2% |
| 1Y | +3.4% | +1.3% | +2.1% | -4.7% |
| All | +3.4% | +0.2% | +3.2% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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