+19.3%
NU vs LIN
+69.6%
-50.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.3% |
| 7D | +2.8% | +0.3% | +2.4% | +2.5% |
| 30D | -23.0% | +8.0% | -31.1% | -27.3% |
| 3M | -9.7% | +7.7% | -17.4% | -14.6% |
| 6M | -8.7% | +5.1% | -13.8% | -12.6% |
| YTD | -26.4% | +24.7% | -51.1% | -39.1% |
| 1Y | -24.8% | +25.1% | -49.9% | -38.0% |
| 3Y | +44.6% | +36.8% | +7.8% | +8.0% |
| All | +19.3% | +69.6% | -50.4% | -30.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling