-6.4%
NU vs GRMN
+21.5%
-27.9%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.2% | -6.9% | -3.2% |
| 7D | -4.9% | +2.4% | -7.3% | -5.2% |
| 30D | +7.8% | -8.5% | +16.3% | +9.1% |
| 3M | +20.9% | +19.5% | +1.5% | +16.5% |
| 6M | +0.9% | +21.2% | -20.3% | -3.4% |
| YTD | -12.7% | +41.0% | -53.7% | -18.0% |
| 1Y | -6.4% | +19.6% | -26.0% | -10.2% |
| All | -6.4% | +21.5% | -27.9% | -10.2% |
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