+45.4%
NU vs GRMN
+116.8%
-71.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -4.2% | -1.8% | -2.4% | -3.4% |
| 30D | +10.0% | -12.1% | +22.1% | +17.0% |
| 3M | +29.3% | +18.0% | +11.3% | +16.6% |
| 6M | +0.9% | +13.7% | -12.8% | -7.3% |
| YTD | -10.3% | +35.3% | -45.6% | -25.6% |
| 1Y | -3.2% | +17.2% | -20.4% | -14.0% |
| 3Y | +120.6% | +179.6% | -59.1% | -13.0% |
| All | +45.4% | +116.8% | -71.3% | -29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling