+45.4%
NU vs JCI
+96.8%
-51.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +1.1% |
| 7D | -4.2% | +0.4% | -4.6% | -4.5% |
| 30D | +10.0% | -7.7% | +17.8% | +15.7% |
| 3M | +29.3% | +2.8% | +26.5% | +25.8% |
| 6M | +0.9% | +7.2% | -6.3% | -6.0% |
| YTD | -10.3% | +20.0% | -30.2% | -23.4% |
| 1Y | -3.2% | +33.3% | -36.4% | -23.9% |
| 3Y | +120.6% | +161.3% | -40.8% | -1.1% |
| All | +45.4% | +96.8% | -51.4% | -16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling