+48.8%
NU vs LIN
+53.8%
-5.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.3% |
| 7D | +7.5% | -2.1% | +9.6% | +9.2% |
| 30D | +6.1% | -2.4% | +8.6% | +8.1% |
| 3M | +26.8% | -5.6% | +32.4% | +31.6% |
| 6M | +2.5% | -3.4% | +5.9% | +3.8% |
| YTD | -8.2% | +13.1% | -21.3% | -18.3% |
| 1Y | +3.4% | +2.5% | +0.9% | -0.5% |
| 3Y | +116.2% | +27.6% | +88.6% | +69.2% |
| All | +48.8% | +53.8% | -5.1% | -6.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling