-15.2%
NU vs LIN
+24.8%
-40.0%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.7% | +11.1% | +11.6% |
| 7D | +9.9% | +2.1% | +7.8% | +9.6% |
| 30D | -11.5% | +6.8% | -18.2% | -12.2% |
| 3M | -5.1% | +10.4% | -15.5% | -6.3% |
| 6M | +3.1% | +3.2% | 0.0% | +2.4% |
| YTD | -21.0% | +24.6% | -45.6% | -23.3% |
| 1Y | -15.2% | +24.4% | -39.6% | -17.3% |
| All | -15.2% | +24.8% | -40.0% | -17.3% |
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