+45.2%
NU vs KMB
-12.1%
+57.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +2.0% | -2.0% |
| 7D | -2.6% | -8.6% | +6.0% | -2.2% |
| 30D | +8.2% | -7.5% | +15.8% | +8.6% |
| 3M | +26.3% | -0.6% | +26.9% | +26.4% |
| 6M | +2.2% | -1.5% | +3.8% | +2.1% |
| YTD | -10.4% | +1.6% | -12.0% | -10.5% |
| 1Y | -3.0% | -20.8% | +17.8% | -3.0% |
| 3Y | +120.3% | -12.4% | +132.7% | +116.1% |
| All | +45.2% | -12.1% | +57.3% | +36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling