-24.1%
NU vs GRMN
+40.7%
-64.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +6.5% | -3.3% | +2.1% |
| 7D | +0.2% | +6.1% | -5.9% | -0.9% |
| 30D | -21.0% | +1.3% | -22.3% | -21.2% |
| 3M | -16.3% | -5.6% | -10.8% | -15.6% |
| 6M | -15.3% | +22.2% | -37.5% | -19.8% |
| YTD | -28.4% | +44.3% | -72.7% | -35.6% |
| 1Y | -24.1% | +43.1% | -67.2% | -30.9% |
| All | -24.1% | +40.7% | -64.8% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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