+41.5%
NU vs JCI
+101.2%
-59.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.2% | -4.9% | -4.1% |
| 7D | -4.9% | +0.7% | -5.6% | -5.4% |
| 30D | +7.8% | -4.4% | +12.3% | +10.8% |
| 3M | +20.9% | +1.7% | +19.3% | +18.5% |
| 6M | +0.9% | +8.8% | -7.9% | -6.9% |
| YTD | -12.7% | +22.6% | -35.3% | -26.5% |
| 1Y | -6.4% | +36.2% | -42.6% | -27.5% |
| 3Y | +98.1% | +168.0% | -69.9% | -12.7% |
| All | +41.5% | +101.2% | -59.7% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 10y: compounded portfolio wealth divided by compounded JCI 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…
10y analysis · Full analysis span regression · 6 months rolling