+41.5%
NU vs GPN
-28.2%
+69.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | -4.9% | -4.3% | -0.6% | -3.2% |
| 30D | +7.8% | 0.0% | +7.8% | +7.7% |
| 3M | +20.9% | +35.8% | -14.9% | +5.6% |
| 6M | +0.9% | +22.0% | -21.1% | -8.3% |
| YTD | -12.7% | +15.2% | -27.9% | -19.4% |
| 1Y | -6.4% | +3.5% | -9.9% | -9.9% |
| 3Y | +98.1% | -26.9% | +125.0% | +118.3% |
| All | +41.5% | -28.2% | +69.7% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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