-3.2%
NU vs KMB
-20.5%
+17.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.4% | +0.2% |
| 7D | -4.2% | -7.7% | +3.5% | -3.4% |
| 30D | +10.0% | -8.2% | +18.2% | +11.1% |
| 3M | +29.3% | -1.9% | +31.1% | +29.8% |
| 6M | +0.9% | -0.7% | +1.6% | +0.4% |
| YTD | -10.3% | +1.4% | -11.7% | -10.6% |
| 1Y | -3.2% | -19.1% | +16.0% | -5.1% |
| All | -3.2% | -20.5% | +17.4% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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