+3.4%
NU vs LIN
+2.8%
+0.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.8% |
| 7D | +7.5% | -2.1% | +9.6% | +7.9% |
| 30D | +6.1% | -2.4% | +8.6% | +6.6% |
| 3M | +26.8% | -5.6% | +32.4% | +27.8% |
| 6M | +2.5% | -3.4% | +5.9% | +3.4% |
| YTD | -8.2% | +13.1% | -21.3% | -11.1% |
| 1Y | +3.4% | +2.5% | +0.9% | +6.4% |
| All | +3.4% | +2.8% | +0.5% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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