+41.5%
NU vs GPC
+14.6%
+26.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.5% |
| 7D | -4.9% | -3.2% | -1.7% | -3.7% |
| 30D | +7.8% | +0.5% | +7.3% | +7.6% |
| 3M | +20.9% | +31.7% | -10.8% | +7.0% |
| 6M | +0.9% | +24.7% | -23.8% | -8.8% |
| YTD | -12.7% | +11.8% | -24.4% | -19.0% |
| 1Y | -6.4% | -3.0% | -3.4% | -7.6% |
| 3Y | +98.1% | -1.1% | +99.2% | +82.3% |
| All | +41.5% | +14.6% | +26.9% | -5.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling