+19.3%
NU vs GPC
+6.1%
+13.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.8% | +2.8% | +2.3% |
| 7D | +2.8% | -2.1% | +4.8% | +3.6% |
| 30D | -23.0% | -4.5% | -18.5% | -22.0% |
| 3M | -9.7% | -7.7% | -2.1% | -7.3% |
| 6M | -8.7% | +24.3% | -33.0% | -17.8% |
| YTD | -26.4% | +3.5% | -29.9% | -30.0% |
| 1Y | -24.8% | +0.7% | -25.6% | -27.7% |
| 3Y | +44.6% | 0.0% | +44.6% | +29.7% |
| All | +19.3% | +6.1% | +13.2% | -18.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling