-24.6%
NU vs LIN
+25.8%
-50.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.5% | -2.3% |
| 7D | +4.0% | +2.0% | +2.0% | +3.8% |
| 30D | -25.1% | +7.9% | -32.9% | -25.9% |
| 3M | -12.8% | +6.3% | -19.1% | -13.6% |
| 6M | -12.5% | +6.5% | -19.0% | -13.1% |
| YTD | -27.8% | +23.6% | -51.4% | -30.4% |
| 1Y | -24.6% | +25.7% | -50.3% | -26.0% |
| All | -24.6% | +25.8% | -50.4% | -26.0% |
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